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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WealthPLAN Partners's CCI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 745 shares — an estimated $84.9K sold.

WealthPLAN Partners first reported a position in CCI in Q2 2016 and held it in 9 quarters. The position peaked at $319K in Q1 2019. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

WealthPLAN Partners reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 745 Crown Castle shares in Q3 2023, an estimated $84.9K.
WealthPLAN Partners first reported a position in Crown Castle in Q2 2016 and held it in 9 quarters.
WealthPLAN Partners's Crown Castle position peaked at $319K in Q1 2019.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.