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Founders Financial Alliance’s Crown Castle CCI Stock Holding History

Founders Financial Alliance’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
-1,810
Closed -$208K – 560
2023
Q4 		$208K Buy
+1,810
New +$185K 0.08% 235
2023
Q3 		– Sell
-2,182
Closed -$249K – 479
2023
Q2 		$249K Buy
2,182
+386
+21% +$45.9K 0.1% 220
2023
Q1 		$240K Sell
1,796
-287
-14% -$39.7K 0.12% 180
2022
Q4 		$282K Sell
2,083
-2
-0.1% -$270 0.13% 169
2022
Q3 		$301K Buy
2,085
+41
+2% +$7.02K 0.15% 149
2022
Q2 		$344K Sell
2,044
-11
-0.5% -$2K 0.17% 133
2022
Q1 		$379K Sell
2,055
-34
-2% -$6.05K 0.17% 132
2021
Q4 		$436K Sell
2,089
-6
-0.3% -$1.11K 0.18% 127
2021
Q3 		$362K Buy
2,095
+197
+10% +$38.1K 0.17% 138
2021
Q2 		$371K Buy
1,898
+58
+3% +$10.9K 0.17% 137
2021
Q1 		$330K Buy
1,840
+414
+29% +$66.3K 0.16% 144
2020
Q4 		$226K Buy
1,426
+15
+1% +$2.43K 0.13% 179
2020
Q3 		$235K Buy
+1,411
New +$233K 0.14% 136

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Alliance's CCI Position: Q1 2024 in Review

Founders Financial Alliance sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 1,810 shares — an estimated $208K sold.

Founders Financial Alliance first reported a position in CCI in Q3 2020 and held it in 13 quarters. The position peaked at $436K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Founders Financial Alliance reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 1,810 Crown Castle shares in Q1 2024, an estimated $208K.
  • Founders Financial Alliance first reported a position in Crown Castle in Q3 2020 and held it in 13 quarters.
  • Founders Financial Alliance's Crown Castle position peaked at $436K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Founders Financial Alliance's 13F filing for Q1 2024, filed 14 May 2024.