Cyndeo Wealth Partners’s Crown Castle CCI Stock Holding History

Cyndeo Wealth Partners’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 Q3	–	Sell	-1,953	Closed	-$201K	–	478
2025 Q2	$201K	Buy	1,953 +1	+0.1%	+$101	0.01%	452
2025 Q1	$203K	Buy	+1,952	New	+$182K	0.01%	434
2024 Q4	–	Sell	-2,102	Closed	-$249K	–	446
2024 Q3	$249K	Buy	2,102 +12	+0.6%	+$1.32K	0.02%	404
2024 Q2	$204K	Sell	2,090 -60	-3%	-$5.91K	0.02%	381
2024 Q1	$228K	Sell	2,150 -44	-2%	-$4.79K	0.02%	358
2023 Q4	$253K	Sell	2,194 -18	-0.8%	-$1.84K	0.02%	324
2023 Q3	$204K	Buy	2,212 +18	+0.8%	+$1.86K	0.02%	327
2023 Q2	$250K	Sell	2,194 -311	-12%	-$37K	0.03%	288
2023 Q1	$335K	Sell	2,505 -23	-0.9%	-$3.18K	0.04%	253
2022 Q4	$343K	Buy	+2,528	New	+$342K	0.04%	246

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

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

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

Geode Capital Management

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return