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Centerpoint Advisors’s Crown Castle CCI Stock Holding History

Centerpoint Advisors’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
2026
Q1 		$22K Buy
275
+4
+1% +$344 0.01% 221
2025
Q4 		$24K Buy
271
+18
+7% +$1.66K 0.01% 214
2025
Q3 		$24K Buy
253
+3
+1% +$304 0.01% 219
2025
Q2 		$26K Hold
250
– – 0.01% 204
2025
Q1 		$26K Buy
+250
New +$23.3K 0.01% 207
2023
Q4 		– Sell
-54
Closed -$5K – 448
2023
Q3 		$5K Hold
54
– – ﹤0.01% 377
2023
Q2 		$6K Sell
54
-163
-75% -$19.4K ﹤0.01% 377
2023
Q1 		$29K Buy
+217
New +$30K 0.01% 214
2018
Q3 		– Sell
-359
Closed -$39K – 257
2018
Q2 		$39K Buy
+359
New +$37.3K 0.03% 101

Other funds holding CCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return