AWM
CCI icon

Axxcess Wealth Management’s Crown Castle CCI Stock Holding History

Axxcess 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
Q2 		– Sell
-5,551
Closed -$587K – 856
2024
Q1 		$587K Buy
+5,551
New +$604K 0.02% 503
2023
Q2 		– Sell
-5,988
Closed -$801K – 608
2023
Q1 		$801K Sell
5,988
-1,153
-16% -$159K 0.06% 270
2022
Q4 		$969K Buy
7,141
+5,214
+271% +$705K 0.08% 229
2022
Q3 		$279K Sell
1,927
-4
-0.2% -$685 0.03% 417
2022
Q2 		$325K Sell
1,931
-88
-4% -$16K 0.03% 378
2022
Q1 		$373K Buy
2,019
+451
+29% +$80.3K 0.03% 423
2021
Q4 		$327K Buy
+1,568
New +$290K 0.02% 452

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's CCI Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 5,551 shares — an estimated $587K sold.

Axxcess Wealth Management first reported a position in CCI in Q4 2021 and held it in 7 quarters. The position peaked at $969K in Q4 2022. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,551 Crown Castle shares in Q2 2024, an estimated $587K.
  • Axxcess Wealth Management first reported a position in Crown Castle in Q4 2021 and held it in 7 quarters.
  • Axxcess Wealth Management's Crown Castle position peaked at $969K in Q4 2022.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.