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Beacon Financial Group’s Crown Castle CCI Stock Holding History

Beacon Financial Group’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
-3,458
Closed -$410K – 329
2024
Q3 		$410K Sell
3,458
-2,497
-42% -$275K 0.04% 236
2024
Q2 		$582K Sell
5,955
-150
-2% -$14.8K 0.07% 197
2024
Q1 		$646K Sell
6,105
-525
-8% -$57.1K 0.07% 196
2023
Q4 		$764K Buy
+6,630
New +$679K 0.09% 170

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

Beacon Financial Group's CCI Position: Q4 2024 in Review

Beacon Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 3,458 shares — an estimated $410K sold.

Beacon Financial Group first reported a position in CCI in Q4 2023 and held it in 4 quarters. The position peaked at $764K in Q4 2023. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Beacon Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Group sold 3,458 Crown Castle shares in Q4 2024, an estimated $410K.
  • Beacon Financial Group first reported a position in Crown Castle in Q4 2023 and held it in 4 quarters.
  • Beacon Financial Group's Crown Castle position peaked at $764K in Q4 2023.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Beacon Financial Group's 13F filing for Q4 2024, filed 29 Jan 2025.