Everpar Advisors’s Crown Castle CCI Stock Holding History

Everpar Advisors’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	-2,737	Closed	-$290K	–	265
2024 Q1	$290K	Sell	2,737 -1,690	-38%	-$184K	0.18%	179
2023 Q4	$510K	Buy	+4,427	New	+$453K	0.24%	148

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

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

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

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

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

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

Everpar Advisors's CCI Position: Q2 2024 in Review

Everpar Advisors sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 2,737 shares — an estimated $290K sold.

Everpar Advisors first reported a position in CCI in Q4 2023 and held it in 2 quarters. The position peaked at $510K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

Everpar Advisors reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
Everpar Advisors sold 2,737 Crown Castle shares in Q2 2024, an estimated $290K.
Everpar Advisors first reported a position in Crown Castle in Q4 2023 and held it in 2 quarters.
Everpar Advisors's Crown Castle position peaked at $510K in Q4 2023.
1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Everpar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.