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TRUE Private Wealth Advisors’s Crown Castle CCI Stock Holding History

TRUE Private 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
2022
Q4 		– Sell
-1,443
Closed -$208K – 225
2022
Q3 		$208K Buy
1,443
+5
+0.3% +$856 0.03% 198
2022
Q2 		$242K Sell
1,438
-180
-11% -$32.7K 0.04% 191
2022
Q1 		$298K Hold
1,618
– – 0.04% 176
2021
Q4 		$337K Sell
1,618
-33
-2% -$6.09K 0.05% 189
2021
Q3 		$286K Sell
1,651
-16
-1% -$3.09K 0.04% 193
2021
Q2 		$325K Sell
1,667
-516
-24% -$96.6K 0.05% 173
2021
Q1 		$376K Sell
2,183
-646
-23% -$103K 0.06% 157
2020
Q4 		$450K Sell
2,829
-129
-4% -$20.9K 0.08% 130
2020
Q3 		$492K Buy
2,958
+22
+0.7% +$3.63K 0.08% 123
2020
Q2 		$491K Sell
2,936
-34
-1% -$5.48K 0.09% 119
2020
Q1 		$428K Sell
2,970
-992
-25% -$148K 0.09% 107
2019
Q4 		$563K Buy
3,962
+1,100
+38% +$150K 0.09% 125
2019
Q3 		$397K Buy
2,862
+333
+13% +$46.1K 0.07% 138
2019
Q2 		$329K Buy
2,529
+234
+10% +$30.1K 0.06% 149
2019
Q1 		$293K Sell
2,295
-76
-3% -$8.91K 0.06% 156
2018
Q4 		$257K Sell
2,371
-83
-3% -$9.12K 0.05% 197
2018
Q3 		$273K Sell
2,454
-119
-5% -$13.3K 0.04% 226
2018
Q2 		$277K Buy
+2,573
New +$267K 0.04% 218

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TRUE Private Wealth Advisors's CCI Position: Q4 2022 in Review

TRUE Private Wealth Advisors sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,443 shares — an estimated $208K sold.

TRUE Private Wealth Advisors first reported a position in CCI in Q2 2018 and held it in 18 quarters. The position peaked at $563K in Q4 2019. 1,326 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • TRUE Private Wealth Advisors reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,443 Crown Castle shares in Q4 2022, an estimated $208K.
  • TRUE Private Wealth Advisors first reported a position in Crown Castle in Q2 2018 and held it in 18 quarters.
  • TRUE Private Wealth Advisors's Crown Castle position peaked at $563K in Q4 2019.
  • 1,326 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.