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BSW Wealth Partners’s Crown Castle CCI Stock Holding History

BSW 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
Q2 		– Sell
-1,989
Closed -$210K – 297
2024
Q1 		$210K Sell
1,989
-580
-23% -$63.1K 0.04% 276
2023
Q4 		$296K Buy
2,569
+33
+1% +$3.38K 0.06% 206
2023
Q3 		$233K Buy
2,536
+623
+33% +$64.5K 0.05% 212
2023
Q2 		$218K Sell
1,913
-93
-5% -$11.1K 0.05% 240
2023
Q1 		$268K Buy
2,006
+390
+24% +$53.9K 0.06% 236
2022
Q4 		$219K Sell
1,616
-627
-28% -$84.8K 0.05% 262
2022
Q3 		$324K Buy
2,243
+256
+13% +$43.8K 0.08% 166
2022
Q2 		$335K Buy
1,987
+106
+6% +$19.3K 0.08% 169
2022
Q1 		$347K Buy
1,881
+114
+6% +$20.3K 0.09% 177
2021
Q4 		$369K Buy
1,767
+214
+14% +$39.5K 0.09% 165
2021
Q3 		$269K Buy
+1,553
New +$300K 0.08% 204

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

BSW Wealth Partners's CCI Position: Q2 2024 in Review

BSW Wealth Partners sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 1,989 shares — an estimated $210K sold.

BSW Wealth Partners first reported a position in CCI in Q3 2021 and held it in 11 quarters. The position peaked at $369K in Q4 2021. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • BSW Wealth Partners reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 1,989 Crown Castle shares in Q2 2024, an estimated $210K.
  • BSW Wealth Partners first reported a position in Crown Castle in Q3 2021 and held it in 11 quarters.
  • BSW Wealth Partners's Crown Castle position peaked at $369K in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on BSW Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.