WT Wealth Management’s Crown Castle CCI Stock Holding History

WT 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
2023 Q2	–	Sell	-7,698	Closed	-$1.03M	–	100
2023 Q1	$1.03M	Buy	+7,698	New	+$1.06M	0.45%	67

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WT Wealth Management's CCI Position: Q2 2023 in Review

WT Wealth Management sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 7,698 shares — an estimated $1.03M sold.

WT Wealth Management first reported a position in CCI in Q1 2023 and held it in 1 quarter. The position peaked at $1.03M in Q1 2023. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

WT Wealth Management reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 7,698 Crown Castle shares in Q2 2023, an estimated $1.03M.
WT Wealth Management first reported a position in Crown Castle in Q1 2023 and held it in 1 quarter.
WT Wealth Management's Crown Castle position peaked at $1.03M in Q1 2023.
1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.