Wealthcare Capital Management’s Crown Castle CCI Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-228	Closed	-$39K	–	170
2021 Q1	$39K	Buy	+228	New	+$36.5K	﹤0.01%	159
2020 Q1	–	Sell	-31	Closed	-$4K	–	314
2019 Q4	$4K	Buy	+31	New	+$4.23K	﹤0.01%	276
2018 Q1	–	Sell	-17	Closed	-$2K	–	204
2017 Q4	$2K	Buy	+17	New	+$1.83K	﹤0.01%	189
2015 Q2	–	Sell	-170	Closed	-$14K	–	458
2015 Q1	$14K	Buy	+170	New	+$14.5K	﹤0.01%	454

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthcare Capital Management's CCI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Crown Castle (CCI) in Q2 2021, closing a stake of 228 shares — an estimated $39K sold.

Wealthcare Capital Management first reported a position in CCI in Q1 2015 and held it in 4 quarters. The position peaked at $39K in Q1 2021. 1,262 funds tracked by Wall St. Rank hold CCI as of Q2 2021.

Wealthcare Capital Management reported no remaining Crown Castle position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 228 Crown Castle shares in Q2 2021, an estimated $39K.
Wealthcare Capital Management first reported a position in Crown Castle in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Crown Castle position peaked at $39K in Q1 2021.
1,262 funds tracked by Wall St. Rank held Crown Castle as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.