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FAS Wealth Partners’s Crown Castle CCI Stock Holding History

FAS 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
2023
Q4 		– Sell
-9,650
Closed -$888K – 435
2023
Q3 		$888K Buy
9,650
+646
+7% +$66.9K 0.09% 145
2023
Q2 		$1.03M Buy
9,004
+1,055
+13% +$126K 0.13% 129
2023
Q1 		$1.06M Sell
7,949
-166
-2% -$22.9K 0.12% 140
2022
Q4 		$1.1M Buy
8,115
+1,596
+24% +$216K 0.12% 135
2022
Q3 		$942K Buy
6,519
+1,413
+28% +$242K 0.1% 135
2022
Q2 		$860K Buy
5,106
+717
+16% +$130K 0.09% 142
2022
Q1 		$810K Buy
4,389
+1,548
+54% +$276K 0.08% 157
2021
Q4 		$593K Buy
2,841
+1,648
+138% +$304K 0.05% 179
2021
Q3 		$207K Buy
+1,193
New +$231K 0.02% 280

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FAS Wealth Partners's CCI Position: Q4 2023 in Review

FAS Wealth Partners sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 9,650 shares — an estimated $888K sold.

FAS Wealth Partners first reported a position in CCI in Q3 2021 and held it in 9 quarters. The position peaked at $1.1M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • FAS Wealth Partners reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 9,650 Crown Castle shares in Q4 2023, an estimated $888K.
  • FAS Wealth Partners first reported a position in Crown Castle in Q3 2021 and held it in 9 quarters.
  • FAS Wealth Partners's Crown Castle position peaked at $1.1M in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on FAS Wealth Partners's 13F filing for Q4 2023, filed 23 Jan 2024.