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TruWealth Advisors’s Crown Castle CCI Stock Holding History

TruWealth 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
Q1 		– Sell
-83,416
Closed -$11.3M – 147
2022
Q4 		$11.3M Buy
83,416
+29,550
+55% +$4M 1.1% 24
2022
Q3 		$7.79M Buy
53,866
+3,194
+6% +$547K 0.82% 32
2022
Q2 		$8.53M Buy
+50,672
New +$9.22M 0.91% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TruWealth Advisors's CCI Position: Q1 2023 in Review

TruWealth Advisors sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 83,416 shares — an estimated $11.3M sold.

TruWealth Advisors first reported a position in CCI in Q2 2022 and held it in 3 quarters. The position peaked at $11.3M in Q4 2022. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • TruWealth Advisors reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • TruWealth Advisors sold 83,416 Crown Castle shares in Q1 2023, an estimated $11.3M.
  • TruWealth Advisors first reported a position in Crown Castle in Q2 2022 and held it in 3 quarters.
  • TruWealth Advisors's Crown Castle position peaked at $11.3M in Q4 2022.
  • 1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on TruWealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.