Buck Wealth Strategies’s Crown Castle CCI Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-19	Closed	-$1.79K	–	108
2023 Q3	$1.79K	Hold	19	–	–	﹤0.01%	314
2023 Q2	$2.17K	Hold	19	–	–	﹤0.01%	235
2023 Q1	$2.52K	Buy	+19	New	+$2.63K	﹤0.01%	171

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Buck Wealth Strategies's CCI Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 19 shares — an estimated $1.79K sold.

Buck Wealth Strategies first reported a position in CCI in Q1 2023 and held it in 3 quarters. The position peaked at $2.52K in Q1 2023. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

Buck Wealth Strategies reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 19 Crown Castle shares in Q4 2023, an estimated $1.79K.
Buck Wealth Strategies first reported a position in Crown Castle in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Crown Castle position peaked at $2.52K in Q1 2023.
1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.