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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
-1
Closed -$78 – 1473
2024
Q1 		$78 Buy
+1
New +$109 ﹤0.01% 989
2023
Q4 		– Hold
0
– – – 1102
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
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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 1 share — an estimated $78 sold.

Financial Gravity Asset Management first reported a position in CCI in Q2 2018 and held it in 4 quarters. The position peaked at $78 in Q1 2024. 1,129 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 1 Crown Castle share in Q2 2024, an estimated $78.
  • Financial Gravity Asset Management first reported a position in Crown Castle in Q2 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's Crown Castle position peaked at $78 in Q1 2024.
  • 1,129 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.