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Cherry Tree Wealth Management’s Crown Castle CCI Stock Holding History

Cherry Tree Wealth Management’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
-10
Closed -$921 – 594
2023
Q3 		$921 Hold
10
– – ﹤0.01% 531
2023
Q2 		$1.14K Buy
+10
New +$1.19K ﹤0.01% 534

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Cherry Tree Wealth Management's CCI Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 10 shares — an estimated $921 sold.

Cherry Tree Wealth Management first reported a position in CCI in Q2 2023 and held it in 2 quarters. The position peaked at $1.14K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 10 Crown Castle shares in Q4 2023, an estimated $921.
  • Cherry Tree Wealth Management first reported a position in Crown Castle in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Crown Castle position peaked at $1.14K in Q2 2023.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.