Core Wealth Advisors (Florida)’s Crown Castle CCI Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-39	Closed	-$4.49K	–	264
2023 Q4	$4.49K	Hold	39	–	–	﹤0.01%	221
2023 Q3	$3.59K	Hold	39	–	–	﹤0.01%	205
2023 Q2	$4.44K	Hold	39	–	–	﹤0.01%	199
2023 Q1	$5.22K	Hold	39	–	–	﹤0.01%	195
2022 Q4	$5.29K	Buy	+39	New	+$5.27K	﹤0.01%	208
2021 Q1	–	Sell	-35	Closed	-$6K	–	180
2020 Q4	$6K	Sell	35 -124	-78%	-$20.1K	0.01%	132
2020 Q3	$26K	Buy	159 +34	+27%	+$5.61K	0.02%	69
2020 Q2	$21K	Hold	125	–	–	0.02%	71
2020 Q1	$18K	Buy	125 +102	+443%	+$15.2K	0.01%	74
2019 Q4	$3K	Buy	+23	New	+$3.14K	﹤0.01%	105

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CCI Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 39 shares — an estimated $4.49K sold.

Core Wealth Advisors (Florida) first reported a position in CCI in Q4 2019 and held it in 10 quarters. The position peaked at $26K in Q3 2020. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 39 Crown Castle shares in Q1 2024, an estimated $4.49K.
Core Wealth Advisors (Florida) first reported a position in Crown Castle in Q4 2019 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s Crown Castle position peaked at $26K in Q3 2020.
1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.