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Windsor Wealth Management’s Crown Castle CCI Stock Holding History

Windsor 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
2022
Q2 		– Sell
-1,178
Closed -$233K – 167
2022
Q1 		$233K Sell
1,178
-200
-15% -$35.6K 0.04% 213
2021
Q4 		$279K Buy
1,378
+12
+0.9% +$2.22K 0.05% 192
2021
Q3 		$236K Buy
1,366
+100
+8% +$19.3K 0.05% 203
2021
Q2 		$247K Buy
+1,266
New +$237K 0.05% 191

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

Windsor Wealth Management's CCI Position: Q2 2022 in Review

Windsor Wealth Management sold out of Crown Castle (CCI) in Q2 2022, closing a stake of 1,178 shares — an estimated $233K sold.

Windsor Wealth Management first reported a position in CCI in Q2 2021 and held it in 4 quarters. The position peaked at $279K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold CCI as of Q2 2022.

  • Windsor Wealth Management reported no remaining Crown Castle position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 1,178 Crown Castle shares in Q2 2022, an estimated $233K.
  • Windsor Wealth Management first reported a position in Crown Castle in Q2 2021 and held it in 4 quarters.
  • Windsor Wealth Management's Crown Castle position peaked at $279K in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Crown Castle as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.