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Cary Street Partners Investment Advisory’s Crown Castle CCI Stock Holding History

Cary Street Partners Investment Advisory’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
-1,716
Closed -$204K – 536
2024
Q3 		$204K Sell
1,716
-675
-28% -$74.3K 0.01% 732
2024
Q2 		$234K Buy
2,391
+78
+3% +$7.68K 0.01% 666
2024
Q1 		$245K Buy
2,313
+454
+24% +$49.4K 0.01% 606
2023
Q4 		$214K Buy
1,859
+319
+21% +$32.7K 0.01% 601
2023
Q3 		$142K Buy
1,540
+614
+66% +$63.6K 0.01% 632
2023
Q2 		$106K Sell
926
-178
-16% -$21.2K 0.01% 650
2023
Q1 		$148K Sell
1,104
-312
-22% -$43.1K 0.01% 531
2022
Q4 		$192K Sell
1,416
-42
-3% -$5.68K 0.01% 477
2022
Q3 		$211K Buy
+1,458
New +$250K 0.02% 435
2022
Q1 		– Sell
-959
Closed -$200K – 278
2021
Q4 		$200K Sell
959
-600
-38% -$111K 0.06% 254
2021
Q3 		$270K Sell
1,559
-15
-1% -$2.9K 0.09% 199
2021
Q2 		$307K Sell
1,574
-76
-5% -$14.2K 0.1% 187
2021
Q1 		$284K Sell
1,650
-411
-20% -$65.8K 0.12% 172
2020
Q4 		$328K Buy
2,061
+1,355
+192% +$220K 0.06% 241
2020
Q3 		$118K Sell
706
-1,670
-70% -$276K 0.03% 349
2020
Q2 		$397K Buy
+2,376
New +$383K 0.56% 50
2020
Q1 		– Sell
-2,546
Closed -$362K – 81
2019
Q4 		$362K Buy
+2,546
New +$347K 0.4% 72

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cary Street Partners Investment Advisory's CCI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,716 shares — an estimated $204K sold.

Cary Street Partners Investment Advisory first reported a position in CCI in Q4 2019 and held it in 17 quarters. The position peaked at $397K in Q2 2020. 1,123 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,716 Crown Castle shares in Q4 2024, an estimated $204K.
  • Cary Street Partners Investment Advisory first reported a position in Crown Castle in Q4 2019 and held it in 17 quarters.
  • Cary Street Partners Investment Advisory's Crown Castle position peaked at $397K in Q2 2020.
  • 1,123 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.