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Focused Wealth Management’s Crown Castle CCI Stock Holding History

Focused Wealth 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
Q1 		– Sell
-79
Closed -$9.05K – 317
2023
Q4 		$9.05K Buy
79
+2
+3% +$205 ﹤0.01% 572
2023
Q3 		$7.11K Hold
77
– – ﹤0.01% 586
2023
Q2 		$8.8K Buy
77
+1
+1% +$119 ﹤0.01% 567
2023
Q1 		$10.2K Buy
76
+1
+1% +$138 ﹤0.01% 541
2022
Q4 		$10.2K Buy
75
+1
+1% +$135 ﹤0.01% 527
2022
Q3 		$11K Hold
74
– – ﹤0.01% 472
2022
Q2 		$12K Buy
74
+1
+1% +$182 ﹤0.01% 476
2022
Q1 		$13K Sell
73
-524
-88% -$93.3K ﹤0.01% 509
2021
Q4 		$125K Sell
597
-300
-33% -$55.4K 0.02% 254
2021
Q3 		$155K Buy
897
+1
+0.1% +$193 0.03% 204
2021
Q2 		$175K Hold
896
– – 0.03% 189
2021
Q1 		$154K Buy
896
+826
+1,180% +$132K 0.03% 202
2020
Q4 		$11K Hold
70
– – ﹤0.01% 544
2020
Q3 		$12K Buy
70
+1
+1% +$165 ﹤0.01% 486
2020
Q2 		$12K Buy
69
+1
+1% +$161 ﹤0.01% 469
2020
Q1 		$10K Hold
68
– – ﹤0.01% 458
2019
Q4 		$10K Buy
68
+1
+1% +$136 ﹤0.01% 497
2019
Q3 		$9K Hold
67
– – ﹤0.01% 496
2019
Q2 		$9K Buy
67
+41
+158% +$5.27K ﹤0.01% 525
2019
Q1 		$3K Hold
26
– – ﹤0.01% 592
2018
Q4 		$3K Hold
26
– – ﹤0.01% 576
2018
Q3 		$3K Hold
26
– – ﹤0.01% 556
2018
Q2 		$3K Hold
26
– – ﹤0.01% 551
2018
Q1 		$3K Hold
26
– – ﹤0.01% 591
2017
Q4 		$3K Buy
+26
New +$2.81K ﹤0.01% 578
2017
Q3 		– Sell
-26
Closed -$3K – 656
2017
Q2 		$3K Buy
+26
New +$2.55K ﹤0.01% 598

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focused Wealth Management's CCI Position: Q1 2024 in Review

Focused Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 79 shares — an estimated $9.05K sold.

Focused Wealth Management first reported a position in CCI in Q2 2017 and held it in 26 quarters. The position peaked at $175K in Q2 2021. 1,203 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Focused Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 79 Crown Castle shares in Q1 2024, an estimated $9.05K.
  • Focused Wealth Management first reported a position in Crown Castle in Q2 2017 and held it in 26 quarters.
  • Focused Wealth Management's Crown Castle position peaked at $175K in Q2 2021.
  • 1,203 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.