StrongBox Wealth’s Crown Castle CCI Stock Holding History

StrongBox Wealth’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,514	Closed	-$205K	–	87
2022 Q4	$205K	Buy	1,514 +20	+1%	+$2.71K	0.15%	77
2022 Q3	$216K	Hold	1,494	–	–	0.16%	77
2022 Q2	$252K	Sell	1,494 -183	-11%	-$33.3K	0.16%	74
2022 Q1	$310K	Sell	1,677 -10,171	-86%	-$1.81M	0.18%	74
2021 Q4	$2.47M	Sell	11,848 -10	-0.1%	-$1.85K	1.24%	30
2021 Q3	$2.06M	Buy	11,858 +2,144	+22%	+$414K	1.15%	30
2021 Q2	$1.9M	Buy	9,714 +493	+5%	+$92.3K	1.09%	34
2021 Q1	$1.59M	Buy	9,221 +1,761	+24%	+$282K	0.98%	33
2020 Q4	$1.19M	Buy	7,460 +2,630	+54%	+$427K	0.77%	38
2020 Q3	$804K	Buy	4,830 +741	+18%	+$122K	0.59%	43
2020 Q2	$684K	Buy	4,089 +613	+18%	+$98.7K	0.62%	50
2020 Q1	$502K	Buy	+3,476	New	+$518K	0.57%	50

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

StrongBox Wealth's CCI Position: Q1 2023 in Review

StrongBox Wealth sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 1,514 shares — an estimated $205K sold.

StrongBox Wealth first reported a position in CCI in Q1 2020 and held it in 12 quarters. The position peaked at $2.47M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

StrongBox Wealth reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
StrongBox Wealth sold 1,514 Crown Castle shares in Q1 2023, an estimated $205K.
StrongBox Wealth first reported a position in Crown Castle in Q1 2020 and held it in 12 quarters.
StrongBox Wealth's Crown Castle position peaked at $2.47M in Q4 2021.
1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on StrongBox Wealth's 13F filing for Q1 2023, filed 21 Apr 2023.