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Vigilare Wealth Management’s Crown Castle CCI Stock Holding History

Vigilare 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
Q4 		– Sell
-1,811
Closed -$262K – 108
2022
Q3 		$262K Buy
1,811
+2
+0.1% +$342 0.34% 74
2022
Q2 		$305K Buy
1,809
+2
+0.1% +$364 0.33% 73
2022
Q1 		$334K Sell
1,807
-53
-3% -$9.43K 0.27% 91
2021
Q4 		$388K Buy
1,860
+45
+2% +$8.31K 0.23% 112
2021
Q3 		$314K Buy
1,815
+80
+5% +$15.5K 0.19% 144
2021
Q2 		$338K Sell
1,735
-1,068
-38% -$200K 0.21% 130
2021
Q1 		$482K Buy
+2,803
New +$449K 0.34% 80

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vigilare Wealth Management's CCI Position: Q4 2022 in Review

Vigilare Wealth Management sold out of Crown Castle (CCI) in Q4 2022, closing a stake of 1,811 shares — an estimated $262K sold.

Vigilare Wealth Management first reported a position in CCI in Q1 2021 and held it in 7 quarters. The position peaked at $482K in Q1 2021. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

  • Vigilare Wealth Management reported no remaining Crown Castle position as of Q4 2022 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,811 Crown Castle shares in Q4 2022, an estimated $262K.
  • Vigilare Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 7 quarters.
  • Vigilare Wealth Management's Crown Castle position peaked at $482K in Q1 2021.
  • 1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Vigilare Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.