Total Clarity Wealth Management’s Crown Castle CCI Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-949	Closed	-$160K	–	322
2022 Q2	$160K	Buy	+949	New	+$173K	0.08%	235
2022 Q1	–	Sell	-1,758	Closed	-$367K	–	307
2021 Q4	$367K	Buy	1,758 +835	+90%	+$154K	0.17%	138
2021 Q3	$160K	Buy	+923	New	+$178K	0.08%	237
2021 Q2	–	Sell	-740	Closed	-$127K	–	265
2021 Q1	$127K	Buy	+740	New	+$119K	0.07%	218
2020 Q1	–	Sell	-450	Closed	-$64K	–	160
2019 Q4	$64K	Buy	+450	New	+$61.4K	0.05%	229

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Total Clarity Wealth Management's CCI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 949 shares — an estimated $160K sold.

Total Clarity Wealth Management first reported a position in CCI in Q4 2019 and held it in 5 quarters. The position peaked at $367K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

Total Clarity Wealth Management reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 949 Crown Castle shares in Q3 2022, an estimated $160K.
Total Clarity Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Crown Castle position peaked at $367K in Q4 2021.
1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.