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WealthStone’s Crown Castle CCI Stock Holding History

WealthStone’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
Q1 		$211K Buy
+1,229
New +$197K 0.07% 245
2020
Q3 		– Sell
-1,341
Closed -$224K – 211
2020
Q2 		$224K Buy
+1,341
New +$216K 0.11% 138
2019
Q3 		– Sell
-10
Closed -$1.3K – 151
2019
Q2 		$1.3K Buy
+10
New +$1.29K ﹤0.01% 614

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthStone's CCI Position: Q1 2021 in Review

WealthStone opened a new position in Crown Castle (CCI) in Q1 2021: 1,229 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #245 among its holdings. This is a return to the name: WealthStone previously reported a position in CCI as recently as Q2 2020.

WealthStone first reported a position in CCI in Q2 2019 and has held it in 3 quarters since. The position peaked at $224K in Q2 2020. 1,228 funds tracked by Wall St. Rank hold CCI as of Q1 2021.

  • WealthStone held 1,229 shares of Crown Castle worth $211K as of Q1 2021.
  • Crown Castle was a new WealthStone position in Q1 2021.
  • Crown Castle made up 0.07% of WealthStone's portfolio in Q1 2021, its #245 holding.
  • WealthStone first reported a position in Crown Castle in Q2 2019 and has held it in 3 quarters since.
  • WealthStone's Crown Castle position peaked at $224K in Q2 2020.
  • 1,228 funds tracked by Wall St. Rank held Crown Castle as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.