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Western Wealth Management’s Crown Castle CCI Stock Holding History

Western Wealth Management’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
2024
Q1 		– Sell
-1,741
Closed -$201K – 657
2023
Q4 		$201K Buy
+1,741
New +$178K 0.01% 664
2023
Q3 		– Sell
-2,117
Closed -$241K – 657
2023
Q2 		$241K Sell
2,117
-15
-0.7% -$1.78K 0.02% 561
2023
Q1 		$285K Buy
2,132
+73
+4% +$10.1K 0.03% 509
2022
Q4 		$279K Sell
2,059
-2,491
-55% -$337K 0.03% 480
2022
Q3 		$658K Buy
4,550
+1,680
+59% +$288K 0.04% 402
2022
Q2 		$489K Sell
2,870
-71
-2% -$12.9K 0.03% 482
2022
Q1 		$543K Buy
2,941
+448
+18% +$79.7K 0.03% 504
2021
Q4 		$521K Buy
+2,493
New +$460K 0.05% 316
2021
Q2 		$425K Buy
+2,191
New +$410K 0.04% 398
2020
Q4 		– Sell
-2,065
Closed -$344K – 473
2020
Q3 		$344K Sell
2,065
-134
-6% -$22.1K 0.06% 305
2020
Q2 		$368K Sell
2,199
-440
-17% -$70.9K 0.07% 274
2020
Q1 		$379K Buy
+2,639
New +$394K 0.09% 227
2019
Q4 		– Sell
-2,746
Closed -$381K – 401
2019
Q3 		$381K Sell
2,746
-1,171
-30% -$162K 0.08% 250
2019
Q2 		$509K Buy
3,917
+454
+13% +$58.4K 0.07% 219
2019
Q1 		$443K Buy
3,463
+307
+10% +$36K 0.1% 223
2018
Q4 		$344K Buy
+3,156
New +$347K 0.09% 227

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's CCI Position: Q1 2024 in Review

Western Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 1,741 shares — an estimated $201K sold.

Western Wealth Management first reported a position in CCI in Q4 2018 and held it in 16 quarters. The position peaked at $658K in Q3 2022. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Western Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Western Wealth Management sold 1,741 Crown Castle shares in Q1 2024, an estimated $201K.
  • Western Wealth Management first reported a position in Crown Castle in Q4 2018 and held it in 16 quarters.
  • Western Wealth Management's Crown Castle position peaked at $658K in Q3 2022.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.