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Walled Lake Planning & Wealth Management’s Crown Castle CCI Stock Holding History

Walled Lake Planning & 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
Q3 		– Sell
-30,872
Closed -$5.2M – 78
2022
Q2 		$5.2M Sell
30,872
-94
-0.3% -$17.1K 3.58% 8
2022
Q1 		$5.72M Buy
30,966
+486
+2% +$86.5K 3.4% 9
2021
Q4 		$6.36M Sell
30,480
-931
-3% -$172K 3.69% 6
2021
Q3 		$5.44M Sell
31,411
-1,177
-4% -$228K 3.36% 7
2021
Q2 		$6.36M Buy
32,588
+9
+0% +$1.69K 4.14% 4
2021
Q1 		$5.61M Buy
32,579
+37
+0.1% +$5.93K 3.89% 6
2020
Q4 		$5.18M Sell
32,542
-486
-1% -$78.8K 3.93% 5
2020
Q3 		$5.5M Sell
33,028
-256
-0.8% -$42.2K 4.46% 3
2020
Q2 		$5.57M Sell
33,284
-852
-2% -$137K 4.66% 2
2020
Q1 		$4.93M Sell
34,136
-1,080
-3% -$161K 4.51% 2
2019
Q4 		$5.01M Buy
+35,216
New +$4.8M 3.61% 8

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

Walled Lake Planning & Wealth Management's CCI Position: Q3 2022 in Review

Walled Lake Planning & Wealth Management sold out of Crown Castle (CCI) in Q3 2022, closing a stake of 30,872 shares — an estimated $5.2M sold.

Walled Lake Planning & Wealth Management first reported a position in CCI in Q4 2019 and held it in 11 quarters. The position peaked at $6.36M in Q4 2021. 1,293 funds tracked by Wall St. Rank hold CCI as of Q3 2022.

  • Walled Lake Planning & Wealth Management reported no remaining Crown Castle position as of Q3 2022 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 30,872 Crown Castle shares in Q3 2022, an estimated $5.2M.
  • Walled Lake Planning & Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 11 quarters.
  • Walled Lake Planning & Wealth Management's Crown Castle position peaked at $6.36M in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held Crown Castle as of Q3 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.