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Accretive Wealth Partners’s Crown Castle CCI Stock Holding History

Accretive Wealth Partners’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
Q4 		– Sell
-8,983
Closed -$1.07M – 125
2024
Q3 		$1.07M Sell
8,983
-16
-0.2% -$1.76K 0.45% 78
2024
Q2 		$879K Buy
8,999
+372
+4% +$36.6K 0.37% 85
2024
Q1 		$840K Buy
8,627
+287
+3% +$31.2K 0.37% 87
2023
Q4 		$961K Sell
8,340
-396
-5% -$40.6K 0.46% 77
2023
Q3 		$804K Buy
8,736
+436
+5% +$45.2K 0.48% 68
2023
Q2 		$946K Buy
8,300
+285
+4% +$33.9K 0.56% 59
2023
Q1 		$1.07M Buy
8,015
+272
+4% +$37.6K 0.69% 48
2022
Q4 		$1.05M Buy
7,743
+436
+6% +$59K 0.72% 46
2022
Q3 		$1.06M Buy
7,307
+32
+0.4% +$5.48K 0.8% 40
2022
Q2 		$1.23M Buy
7,275
+168
+2% +$30.6K 0.89% 36
2022
Q1 		$1.31M Buy
7,107
+182
+3% +$32.4K 0.82% 41
2021
Q4 		$1.45M Buy
6,925
+293
+4% +$54.1K 0.92% 35
2021
Q3 		$1.15M Buy
6,632
+252
+4% +$48.7K 0.81% 46
2021
Q2 		$1.25M Buy
6,380
+643
+11% +$120K 0.9% 32
2021
Q1 		$988K Buy
5,737
+446
+8% +$71.4K 0.89% 40
2020
Q4 		$842K Buy
+5,291
New +$858K 0.83% 45

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Accretive Wealth Partners's CCI Position: Q4 2024 in Review

Accretive Wealth Partners sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 8,983 shares — an estimated $1.07M sold.

Accretive Wealth Partners first reported a position in CCI in Q4 2020 and held it in 16 quarters. The position peaked at $1.45M in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Accretive Wealth Partners reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Accretive Wealth Partners sold 8,983 Crown Castle shares in Q4 2024, an estimated $1.07M.
  • Accretive Wealth Partners first reported a position in Crown Castle in Q4 2020 and held it in 16 quarters.
  • Accretive Wealth Partners's Crown Castle position peaked at $1.45M in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Accretive Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.