FSC Wealth Advisors’s Crown Castle CCI Stock Holding History

FSC 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
2025 Q2	–	Sell	-202	Closed	-$21.1K	–	101
2025 Q1	$21.1K	Buy	202 +3	+2%	+$280	0.01%	166
2024 Q4	$18.1K	Sell	199 -5	-2%	-$523	0.01%	171
2024 Q3	$24.2K	Buy	204 +3	+1%	+$330	0.02%	148
2024 Q2	$19.7K	Buy	201 +3	+2%	+$295	0.01%	157
2024 Q1	$21K	Sell	198 -1	-0.5%	-$109	0.01%	149
2023 Q4	$22.9K	Hold	199	–	–	0.02%	147
2023 Q3	$18.3K	Buy	+199	New	+$20.6K	0.02%	129

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSC Wealth Advisors's CCI Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 202 shares — an estimated $21.1K sold.

FSC Wealth Advisors first reported a position in CCI in Q3 2023 and held it in 7 quarters. The position peaked at $24.2K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

FSC Wealth Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 202 Crown Castle shares in Q2 2025, an estimated $21.1K.
FSC Wealth Advisors first reported a position in Crown Castle in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's Crown Castle position peaked at $24.2K in Q3 2024.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.