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WealthPLAN Partners’s Crown Castle CCI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-745
Closed -$84.9K – 430
2023
Q2 		$84.9K Sell
745
-2
-0.3% -$238 0.01% 421
2023
Q1 		$100K Buy
+747
New +$103K 0.01% 426
2019
Q2 		– Sell
-2,508
Closed -$319K – 245
2019
Q1 		$319K Sell
2,508
-102
-4% -$12K 0.05% 192
2018
Q4 		$313K Hold
2,610
– – 0.05% 190
2018
Q3 		$286K Buy
2,610
+370
+17% +$41.2K 0.05% 192
2018
Q2 		$241K Buy
2,240
+130
+6% +$13.5K 0.05% 218
2018
Q1 		$231K Buy
+2,110
New +$229K 0.05% 239
2016
Q3 		$2.82K Sell
31
-31
-50% -$2.98K ﹤0.01% 811
2016
Q2 		$3.15K Buy
+62
New +$5.63K ﹤0.01% 2123

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return