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Westbourne Investment Advisors’s Crown Castle CCI Stock Holding History

Westbourne 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
Q2 		– Sell
-1,150
Closed -$212K – 90
2022
Q1 		$212K Buy
+1,150
New +$205K 0.09% 90
2016
Q2 		– Sell
-3,427
Closed -$296K – 131
2016
Q1 		$296K Buy
3,427
+345
+11% +$29.3K 0.28% 82
2015
Q4 		$266K Buy
+3,082
New +$262K 0.26% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Westbourne Investment Advisors's CCI Position: Q2 2022 in Review

Westbourne Investment Advisors sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,150 shares — an estimated $212K sold.

Westbourne Investment Advisors first reported a position in CCI in Q4 2015 and held it in 3 quarters. The position peaked at $296K in Q1 2016. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Westbourne Investment Advisors reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,150 Crown Castle shares in Q2 2022, an estimated $212K.
  • Westbourne Investment Advisors first reported a position in Crown Castle in Q4 2015 and held it in 3 quarters.
  • Westbourne Investment Advisors's Crown Castle position peaked at $296K in Q1 2016.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Westbourne Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.