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Summit Wealth Group’s Crown Castle CCI Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-7
Closed -$1K – 73
2021
Q2 		$1K Hold
7
– – ﹤0.01% 181
2021
Q1 		$1K Buy
+7
New +$1.12K ﹤0.01% 161

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's CCI Position: Q3 2021 in Review

Summit Wealth Group sold out of Crown Castle (CCI) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in CCI in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 1,277 funds tracked by Wall St. Rank hold CCI as of Q3 2021.

  • Summit Wealth Group reported no remaining Crown Castle position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 7 Crown Castle shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in Crown Castle in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Crown Castle position peaked at $1K in Q2 2021.
  • 1,277 funds tracked by Wall St. Rank held Crown Castle as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.