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Buckingham Strategic Wealth’s Crown Castle CCI Stock Holding History

Buckingham Strategic Wealth’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 		$217K Sell
2,223
-73
-3% -$7.19K ﹤0.01% 687
2024
Q1 		$243K Sell
2,296
-1,295
-36% -$141K ﹤0.01% 650
2023
Q4 		$414K Buy
+3,591
New +$368K ﹤0.01% 487
2022
Q3 		– Sell
-1,335
Closed -$225K – 617
2022
Q2 		$225K Buy
+1,335
New +$243K ﹤0.01% 530
2018
Q3 		– Sell
-2,235
Closed -$241K – 363
2018
Q2 		$241K Buy
+2,235
New +$232K 0.04% 303

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth's CCI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Crown Castle (CCI) stake by 3.2% in Q2 2024, selling an estimated $7.19K and leaving 2,223 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Buckingham Strategic Wealth first reported a position in CCI in Q2 2018 and has held it in 5 quarters since. The position peaked at $414K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Buckingham Strategic Wealth held 2,223 shares of Crown Castle worth $217K as of Q2 2024.
  • Buckingham Strategic Wealth sold 73 Crown Castle shares in Q2 2024, an estimated $7.19K.
  • Crown Castle made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #687 holding.
  • Buckingham Strategic Wealth first reported a position in Crown Castle in Q2 2018 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Crown Castle position peaked at $414K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.