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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cyndeo Wealth Partners's CCI Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 1,953 shares — an estimated $201K sold.

Cyndeo Wealth Partners first reported a position in CCI in Q4 2022 and held it in 10 quarters. The position peaked at $343K in Q4 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,953 Crown Castle shares in Q3 2025, an estimated $201K.
  • Cyndeo Wealth Partners first reported a position in Crown Castle in Q4 2022 and held it in 10 quarters.
  • Cyndeo Wealth Partners's Crown Castle position peaked at $343K in Q4 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.