AllSquare Wealth Management’s Crown Castle CCI Stock Holding History

AllSquare 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	-280	Closed	-$32.3K	–	539
2023 Q4	$32.3K	Hold	280	–	–	0.02%	254
2023 Q3	$25.8K	Hold	280	–	–	0.02%	269
2023 Q2	$31.4K	Hold	280	–	–	0.02%	261
2023 Q1	$37.5K	Hold	280	–	–	0.02%	243
2022 Q4	$38K	Hold	280	–	–	0.03%	225
2022 Q3	$40K	Hold	280	–	–	0.03%	212
2022 Q2	$47K	Hold	280	–	–	0.03%	202
2022 Q1	$52K	Hold	280	–	–	0.03%	221
2021 Q4	$58K	Hold	280	–	–	0.03%	203
2021 Q3	$49K	Hold	280	–	–	0.03%	226
2021 Q2	$55K	Hold	280	–	–	0.03%	220
2021 Q1	$48K	Hold	280	–	–	0.03%	231
2020 Q4	$45K	Hold	280	–	–	0.03%	208
2020 Q3	$47K	Hold	280	–	–	0.03%	193
2020 Q2	$47K	Hold	280	–	–	0.04%	183
2020 Q1	$40K	Buy	280 +110	+65%	+$16.4K	0.03%	176
2019 Q4	$24K	Hold	170	–	–	0.02%	245
2019 Q3	$24K	Hold	170	–	–	0.02%	242
2019 Q2	$22K	Hold	170	–	–	0.02%	255
2019 Q1	$22K	Hold	170	–	–	0.02%	251
2018 Q4	$18K	Hold	170	–	–	0.01%	251
2018 Q3	$19K	Hold	170	–	–	0.01%	277
2018 Q2	$18K	Hold	170	–	–	0.01%	283
2018 Q1	$19K	Hold	170	–	–	0.02%	234
2017 Q4	$19K	Hold	170	–	–	0.02%	235
2017 Q3	$17K	Buy	+170	New	+$17.4K	0.01%	238
2017 Q2	–	Sell	-170	Closed	-$16K	–	195
2017 Q1	$16K	Hold	170	–	–	0.01%	228
2016 Q4	$15K	Hold	170	–	–	0.01%	210
2016 Q3	$16K	Hold	170	–	–	0.02%	190
2016 Q2	$17K	Hold	170	–	–	0.02%	179
2016 Q1	$15K	Buy	+170	New	+$14.4K	0.01%	185

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AllSquare Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 280 shares — an estimated $32.3K sold.

AllSquare Wealth Management first reported a position in CCI in Q1 2016 and held it in 31 quarters. The position peaked at $58K in Q4 2021. 1,204 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

AllSquare Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
AllSquare Wealth Management sold 280 Crown Castle shares in Q1 2024, an estimated $32.3K.
AllSquare Wealth Management first reported a position in Crown Castle in Q1 2016 and held it in 31 quarters.
AllSquare Wealth Management's Crown Castle position peaked at $58K in Q4 2021.
1,204 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.