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Coppell Advisory Solutions’s Crown Castle CCI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-889
Closed -$80.2K – 561
2024
Q4 		$80.2K Buy
889
+63
+8% +$6.59K 0.01% 472
2024
Q3 		$96.3K Sell
826
-46
-5% -$5.07K 0.01% 405
2024
Q2 		$85.2K Buy
+872
New +$85.9K 0.01% 391
2023
Q4 		$1.14M Buy
9,879
+4,274
+76% +$438K 0.23% 101
2023
Q3 		$760K Sell
5,605
-1,937
-26% -$201K 0.26% 91
2023
Q2 		$860K Buy
7,542
+1,434
+23% +$171K 0.24% 95
2023
Q1 		$810K Buy
6,108
+503
+9% +$69.5K 0.27% 95
2022
Q4 		$760K Buy
+5,605
New +$758K 0.26% 94
2020
Q4 		$350K Buy
+2,196
New +$356K 0.18% 125

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coppell Advisory Solutions's CCI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 889 shares — an estimated $80.2K sold.

Coppell Advisory Solutions first reported a position in CCI in Q4 2020 and held it in 9 quarters. The position peaked at $1.14M in Q4 2023. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 889 Crown Castle shares in Q1 2025, an estimated $80.2K.
  • Coppell Advisory Solutions first reported a position in Crown Castle in Q4 2020 and held it in 9 quarters.
  • Coppell Advisory Solutions's Crown Castle position peaked at $1.14M in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.