FullCircle Wealth’s Crown Castle CCI Stock Holding History

FullCircle Wealth’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 Q3	–	Sell	-4,902	Closed	-$517K	–	188
2024 Q2	$517K	Buy	+4,902	New	+$483K	0.25%	117

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

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

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

FullCircle Wealth's CCI Position: Q3 2024 in Review

FullCircle Wealth sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 4,902 shares — an estimated $517K sold.

FullCircle Wealth first reported a position in CCI in Q2 2024 and held it in 1 quarter. The position peaked at $517K in Q2 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

FullCircle Wealth reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
FullCircle Wealth sold 4,902 Crown Castle shares in Q3 2024, an estimated $517K.
FullCircle Wealth first reported a position in Crown Castle in Q2 2024 and held it in 1 quarter.
FullCircle Wealth's Crown Castle position peaked at $517K in Q2 2024.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on FullCircle Wealth's 13F filing for Q3 2024, filed 29 Oct 2024.