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Transform Wealth’s Crown Castle CCI Stock Holding History

Transform 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
2022
Q3 		– Sell
-1,944
Closed -$327K – 187
2022
Q2 		$327K Sell
1,944
-144
-7% -$26.2K 0.05% 157
2022
Q1 		$385K Sell
2,088
-129
-6% -$23K 0.04% 177
2021
Q4 		$463K Sell
2,217
-275
-11% -$50.8K 0.05% 162
2021
Q3 		$432K Sell
2,492
-215
-8% -$41.6K 0.05% 172
2021
Q2 		$528K Buy
2,707
+65
+2% +$12.2K 0.06% 164
2021
Q1 		$455K Buy
2,642
+136
+5% +$21.8K 0.09% 166
2020
Q4 		$399K Sell
2,506
-273
-10% -$44.3K 0.08% 164
2020
Q3 		$463K Sell
2,779
-743
-21% -$123K 0.07% 151
2020
Q2 		$589K Sell
3,522
-199
-5% -$32.1K 0.1% 139
2020
Q1 		$537K Buy
3,721
+463
+14% +$69K 0.11% 138
2019
Q4 		$463K Buy
3,258
+907
+39% +$124K 0.07% 166
2019
Q3 		$327K Buy
2,351
+57
+2% +$7.88K 0.06% 174
2019
Q2 		$299K Buy
+2,294
New +$295K 0.04% 210

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transform Wealth's CCI Position: Q3 2022 in Review

Transform Wealth sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 1,944 shares — an estimated $327K sold.

Transform Wealth first reported a position in CCI in Q2 2019 and held it in 13 quarters. The position peaked at $589K in Q2 2020. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • Transform Wealth reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 1,944 Crown Castle shares in Q3 2022, an estimated $327K.
  • Transform Wealth first reported a position in Crown Castle in Q2 2019 and held it in 13 quarters.
  • Transform Wealth's Crown Castle position peaked at $589K in Q2 2020.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.