Financial Synergies Wealth Advisors’s Crown Castle CCI Stock Holding History

Financial Synergies Wealth Advisors’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	-147	Closed	-$15.6K	–	130
2024 Q1	$15.6K	Buy	147 +134	+1,031%	+$14.6K	﹤0.01%	218
2023 Q4	$1.76K	Sell	13 -121	-90%	-$12.4K	﹤0.01%	253
2023 Q3	$12.3K	Sell	134 -7	-5%	-$725	﹤0.01%	216
2023 Q2	$16.1K	Sell	141 -14	-9%	-$1.67K	﹤0.01%	191
2023 Q1	$20.8K	Buy	155 +142	+1,092%	+$19.6K	﹤0.01%	172
2022 Q4	$1.76K	Buy	13 +2	+18%	+$270	﹤0.01%	253
2022 Q3	$1.59K	Hold	11	–	–	﹤0.01%	241
2022 Q2	$1.85K	Buy	+11	New	+$2K	﹤0.01%	244

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 Synergies Wealth Advisors's CCI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 147 shares — an estimated $15.6K sold.

Financial Synergies Wealth Advisors first reported a position in CCI in Q2 2022 and held it in 8 quarters. The position peaked at $20.8K in Q1 2023. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 147 Crown Castle shares in Q2 2024, an estimated $15.6K.
Financial Synergies Wealth Advisors first reported a position in Crown Castle in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Crown Castle position peaked at $20.8K in Q1 2023.
1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.