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Financial Advocates Investment Management’s Crown Castle CCI Stock Holding History

Financial Advocates Investment Management’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
-4,423
Closed -$401K – 729
2024
Q4 		$401K Sell
4,423
-544
-11% -$56.9K 0.02% 523
2024
Q3 		$589K Buy
4,967
+176
+4% +$19.4K 0.03% 413
2024
Q2 		$468K Sell
4,791
-856
-15% -$84.3K 0.03% 450
2024
Q1 		$598K Sell
5,647
-793
-12% -$86.3K 0.03% 423
2023
Q4 		$742K Sell
6,440
-1,221
-16% -$125K 0.05% 347
2023
Q3 		$705K Sell
7,661
-132
-2% -$13.7K 0.05% 339
2023
Q2 		$888K Buy
7,793
+271
+4% +$32.3K 0.06% 290
2023
Q1 		$1.01M Buy
7,522
+79
+1% +$10.9K 0.07% 287
2022
Q4 		$1.01M Buy
7,443
+5,415
+267% +$732K 0.08% 287
2022
Q3 		$269K Sell
2,028
-3,946
-66% -$675K 0.02% 583
2022
Q2 		$1.01M Buy
5,974
+3,564
+148% +$648K 0.08% 271
2022
Q1 		$444K Buy
2,410
+193
+9% +$34.4K 0.03% 471
2021
Q4 		$463K Buy
2,217
+18
+0.8% +$3.32K 0.03% 504
2021
Q3 		$381K Sell
2,199
-467
-18% -$90.3K 0.03% 549
2021
Q2 		$521K Buy
2,666
+383
+17% +$71.7K 0.03% 473
2021
Q1 		$393K Sell
2,283
-67
-3% -$10.7K 0.03% 537
2020
Q4 		$374K Sell
2,350
-34
-1% -$5.51K 0.03% 510
2020
Q3 		$397K Sell
2,384
-231
-9% -$38.1K 0.03% 418
2020
Q2 		$438K Sell
2,615
-763
-23% -$123K 0.04% 386
2020
Q1 		$488K Buy
3,378
+56
+2% +$8.35K 0.07% 278
2019
Q4 		$472K Sell
3,322
-46
-1% -$6.28K 0.05% 320
2019
Q3 		$468K Buy
3,368
+74
+2% +$10.2K 0.05% 301
2019
Q2 		$430K Buy
3,294
+690
+26% +$88.7K 0.05% 318
2019
Q1 		$333K Buy
2,604
+4
+0.2% +$469 0.04% 344
2018
Q4 		$282K Sell
2,600
-44
-2% -$4.83K 0.04% 346
2018
Q3 		$294K Sell
2,644
-203
-7% -$22.6K 0.03% 394
2018
Q2 		$308K Sell
2,847
-820
-22% -$85.2K 0.04% 361
2018
Q1 		$402K Buy
3,667
+185
+5% +$20.1K 0.05% 296
2017
Q4 		$387K Buy
+3,482
New +$376K 0.05% 302

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's CCI Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 4,423 shares — an estimated $401K sold.

Financial Advocates Investment Management first reported a position in CCI in Q4 2017 and held it in 29 quarters. The position peaked at $1.01M in Q4 2022. 1,104 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,423 Crown Castle shares in Q1 2025, an estimated $401K.
  • Financial Advocates Investment Management first reported a position in Crown Castle in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Crown Castle position peaked at $1.01M in Q4 2022.
  • 1,104 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.