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Wealthstreet Investment Advisors’s Crown Castle CCI Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		$8K Hold
45
– – 0.22% 59
2021
Q4 		$9K Hold
45
– – 0.22% 58
2021
Q3 		$8K Hold
45
– – 0.22% 58
2021
Q2 		$9K Sell
45
-15,155
-100% -$2.84M 0.05% 81
2021
Q1 		$2.62M Buy
15,200
+125
+0.8% +$20K 0.26% 94
2020
Q4 		$2.4M Hold
15,075
– – 0.24% 94
2020
Q3 		$2.51M Hold
15,075
– – 0.28% 81
2020
Q2 		$2.52M Hold
15,075
– – 0.31% 72
2020
Q1 		$2.18M Buy
15,075
+100
+0.7% +$14.9K 0.32% 74
2019
Q4 		$2.13M Buy
14,975
+50
+0.3% +$6.82K 0.25% 96
2019
Q3 		$2.08M Buy
14,925
+158
+1% +$21.9K 0.27% 88
2019
Q2 		$1.93M Buy
14,767
+100
+0.7% +$12.9K 0.25% 98
2019
Q1 		$1.88M Sell
14,667
-109
-0.7% -$12.8K 0.25% 99
2018
Q4 		$1.69M Buy
14,776
+250
+2% +$27.5K 0.24% 101
2018
Q3 		$1.62M Sell
14,526
-825
-5% -$91.9K 0.2% 112
2018
Q2 		$1.66M Buy
15,351
+2,050
+15% +$213K 0.22% 110
2018
Q1 		$1.46M Buy
13,301
+1,700
+15% +$185K 0.18% 123
2017
Q4 		$1.29M Buy
+11,601
New +$1.25M 0.16% 131

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's CCI Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Crown Castle (CCI) position steady in Q1 2022 at 45 shares worth $8K. The position accounts for 0.22% of the portfolio, ranked #59.

Wealthstreet Investment Advisors first reported a position in CCI in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.62M in Q1 2021. 1,344 funds tracked by Wall St. Rank hold CCI as of Q1 2022.

  • Wealthstreet Investment Advisors held 45 shares of Crown Castle worth $8K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Crown Castle share count unchanged in Q1 2022.
  • Crown Castle made up 0.22% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #59 holding.
  • Wealthstreet Investment Advisors first reported a position in Crown Castle in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Crown Castle position peaked at $2.62M in Q1 2021.
  • 1,344 funds tracked by Wall St. Rank held Crown Castle as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.