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Fiduciary Financial Group’s Crown Castle CCI Stock Holding History

Fiduciary Financial Group’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
Q1 		– Sell
-3,246
Closed -$274K – 293
2024
Q4 		$274K Buy
3,246
+184
+6% +$19.2K 0.06% 221
2024
Q3 		$343K Buy
3,062
+52
+2% +$5.73K 0.08% 173
2024
Q2 		$313K Buy
+3,010
New +$296K 0.08% 186

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Financial Group's CCI Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 3,246 shares — an estimated $274K sold.

Fiduciary Financial Group first reported a position in CCI in Q2 2024 and held it in 3 quarters. The position peaked at $343K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Fiduciary Financial Group reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 3,246 Crown Castle shares in Q1 2025, an estimated $274K.
  • Fiduciary Financial Group first reported a position in Crown Castle in Q2 2024 and held it in 3 quarters.
  • Fiduciary Financial Group's Crown Castle position peaked at $343K in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.