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Empire Financial Management Company’s Crown Castle CCI Stock Holding History

Empire Financial Management Company’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
Q2 		– Sell
-4,677
Closed -$495K – 202
2024
Q1 		$495K Sell
4,677
-271
-5% -$29.5K 0.16% 140
2023
Q4 		$570K Buy
4,948
+203
+4% +$20.8K 0.22% 114
2023
Q3 		$437K Buy
4,745
+2,477
+109% +$257K 0.19% 130
2023
Q2 		$258K Buy
2,268
+91
+4% +$10.8K 0.1% 176
2023
Q1 		$291K Buy
+2,177
New +$301K 0.12% 165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empire Financial Management Company's CCI Position: Q2 2024 in Review

Empire Financial Management Company sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 4,677 shares — an estimated $495K sold.

Empire Financial Management Company first reported a position in CCI in Q1 2023 and held it in 5 quarters. The position peaked at $570K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Empire Financial Management Company reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 4,677 Crown Castle shares in Q2 2024, an estimated $495K.
  • Empire Financial Management Company first reported a position in Crown Castle in Q1 2023 and held it in 5 quarters.
  • Empire Financial Management Company's Crown Castle position peaked at $570K in Q4 2023.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Empire Financial Management Company's 13F filing for Q2 2024, filed 13 Aug 2024.