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Connectus Wealth’s Crown Castle CCI Stock Holding History

Connectus 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
Q1 		$282K Sell
2,660
-10
-0.4% -$1.09K 0.01% 330
2023
Q4 		$308K Buy
2,670
+300
+13% +$30.7K 0.01% 451
2023
Q3 		$218K Sell
2,370
-50
-2% -$5.18K ﹤0.01% 461
2023
Q2 		$276K Hold
2,420
– – 0.01% 403
2023
Q1 		$324K Sell
2,420
-5,850
-71% -$809K 0.01% 381
2022
Q4 		$1.12M Sell
8,270
-100
-1% -$13.5K 0.03% 276
2022
Q3 		$1.21M Sell
8,370
-100
-1% -$17.1K 0.03% 315
2022
Q2 		$1.43M Buy
+8,470
New +$1.54M 0.03% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's CCI Position: Q1 2024 in Review

Connectus Wealth reduced its Crown Castle (CCI) stake by 0.37% in Q1 2024, selling an estimated $1.09K and leaving 2,660 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #330.

Connectus Wealth first reported a position in CCI in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2022. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Connectus Wealth held 2,660 shares of Crown Castle worth $282K as of Q1 2024.
  • Connectus Wealth sold 10 Crown Castle shares in Q1 2024, an estimated $1.09K.
  • Crown Castle made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #330 holding.
  • Connectus Wealth first reported a position in Crown Castle in Q2 2022 and has held it in 8 quarters since.
  • Connectus Wealth's Crown Castle position peaked at $1.43M in Q2 2022.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.