Financial Advisory Partners’s Crown Castle CCI Stock Holding History

Financial Advisory 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	-36,378	Closed	-$3.35M	–	65
2023 Q3	$3.35M	Sell	36,378 -986	-3%	-$102K	1.35%	39
2023 Q2	$4.26M	Buy	37,364 +5,388	+17%	+$641K	1.64%	15
2023 Q1	$4.28M	Sell	31,976 -315	-1%	-$43.5K	1.69%	14
2022 Q4	$4.38M	Buy	32,291 +3,914	+14%	+$529K	1.8%	10
2022 Q3	$4.1M	Buy	28,377 +16	+0.1%	+$2.74K	1.79%	11
2022 Q2	$4.78M	Sell	28,361 -49	-0.2%	-$8.91K	1.97%	10
2022 Q1	$5.24M	Buy	28,410 +1,321	+5%	+$235K	1.94%	10
2021 Q4	$5.65M	Buy	+27,089	New	+$5M	2.06%	9

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Financial Advisory Partners's CCI Position: Q4 2023 in Review

Financial Advisory Partners sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 36,378 shares — an estimated $3.35M sold.

Financial Advisory Partners first reported a position in CCI in Q4 2021 and held it in 8 quarters. The position peaked at $5.65M in Q4 2021. 1,241 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

Financial Advisory Partners reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
Financial Advisory Partners sold 36,378 Crown Castle shares in Q4 2023, an estimated $3.35M.
Financial Advisory Partners first reported a position in Crown Castle in Q4 2021 and held it in 8 quarters.
Financial Advisory Partners's Crown Castle position peaked at $5.65M in Q4 2021.
1,241 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Financial Advisory Partners's 13F filing for Q4 2023, filed 12 Jan 2024.