V Wealth Advisors’s Crown Castle CCI Stock Holding History

V 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	-3,873	Closed	-$560K	–	369
2022 Q3	$560K	Buy	3,873 +530	+16%	+$90.7K	0.11%	177
2022 Q2	$563K	Buy	+3,343	New	+$608K	0.11%	201
2021 Q3	–	Sell	-1,104	Closed	-$215K	–	546
2021 Q2	$215K	Buy	+1,104	New	+$207K	0.03%	439

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's CCI Position: Q4 2022 in Review

V Wealth Advisors sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 3,873 shares — an estimated $560K sold.

V Wealth Advisors first reported a position in CCI in Q2 2021 and held it in 3 quarters. The position peaked at $563K in Q2 2022. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

V Wealth Advisors reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 3,873 Crown Castle shares in Q4 2022, an estimated $560K.
V Wealth Advisors first reported a position in Crown Castle in Q2 2021 and held it in 3 quarters.
V Wealth Advisors's Crown Castle position peaked at $563K in Q2 2022.
1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.