Ten Capital Wealth Advisors’s Crown Castle CCI Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-155	Closed	-$20.7K	–	234
2023 Q1	$20.7K	Hold	155	–	–	0.01%	304
2022 Q4	$21K	Sell	155 -66	-30%	-$8.93K	0.01%	257
2022 Q3	$32K	Buy	221 +66	+43%	+$11.3K	0.01%	191
2022 Q2	$26K	Hold	155	–	–	0.01%	180
2022 Q1	$29K	Hold	155	–	–	0.01%	174
2021 Q4	$32K	Hold	155	–	–	0.01%	172
2021 Q3	$27K	Buy	155 +141	+1,007%	+$27.3K	0.01%	179
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	392
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	318
2020 Q4	$2K	Buy	+14	New	+$2.27K	﹤0.01%	325

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Ten Capital Wealth Advisors's CCI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 155 shares — an estimated $20.7K sold.

Ten Capital Wealth Advisors first reported a position in CCI in Q4 2020 and held it in 10 quarters. The position peaked at $32K in Q3 2022. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 155 Crown Castle shares in Q2 2023, an estimated $20.7K.
Ten Capital Wealth Advisors first reported a position in Crown Castle in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Crown Castle position peaked at $32K in Q3 2022.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.