Financial Gravity Asset Management’s Crown Castle CCI Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-31	Closed	-$3.14K	–	1595
2024 Q1	$3.14K	Sell	31 -95	-75%	-$10.3K	﹤0.01%	976
2023 Q4	$11.4K	Hold	126	–	–	﹤0.01%	762
2023 Q3	$11.4K	Sell	126 -28	-18%	-$2.9K	﹤0.01%	583
2023 Q2	$1.4K	Buy	+154	New	+$18.3K	﹤0.01%	727
2023 Q1	–	Sell	-136	Closed	-$715	–	1214
2022 Q4	$715	Sell	136 -2,474	-95%	-$335K	﹤0.01%	737
2022 Q3	$2.16K	Sell	2,610 -414	-14%	-$70.9K	0.07%	275
2022 Q2	$2.72K	Buy	3,024 +2,974	+5,948%	+$541K	0.08%	234
2022 Q1	$9	Buy	+50	New	+$8.9K	﹤0.01%	779
2020 Q2	–	Sell	-1	Closed	-$199	–	147
2020 Q1	$199	Buy	+1	New	+$149	﹤0.01%	729
2019 Q2	–	Sell	-2	Closed	-$257	–	1266
2019 Q1	$0	Buy	+2	New	+$235	﹤0.01%	1334
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1408
2018 Q2	$0	Buy	+3	New	+$312	﹤0.01%	1421

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

Financial Gravity Asset Management's CCI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 31 shares — an estimated $3.14K sold.

Financial Gravity Asset Management first reported a position in CCI in Q2 2018 and held it in 12 quarters. The position peaked at $11.4K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

Financial Gravity Asset Management reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 31 Crown Castle shares in Q2 2024, an estimated $3.14K.
Financial Gravity Asset Management first reported a position in Crown Castle in Q2 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Crown Castle position peaked at $11.4K in Q4 2023.
1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.