Global Financial Private Client’s Crown Castle CCI Stock Holding History

Global Financial Private Client’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	-42	Closed	-$4.38K	–	443
2025 Q1	$4.38K	Hold	42	–	–	﹤0.01%	712
2024 Q4	$3.81K	Hold	42	–	–	﹤0.01%	661
2024 Q3	$4.98K	Buy	42 +20	+91%	+$2.2K	﹤0.01%	639
2024 Q2	$2.15K	Sell	22 -60	-73%	-$5.91K	﹤0.01%	568
2024 Q1	$8.55K	Hold	82	–	–	﹤0.01%	476
2023 Q4	$9.45K	Hold	82	–	–	﹤0.01%	465
2023 Q3	$7.46K	Hold	82	–	–	﹤0.01%	470
2023 Q2	$9.47K	Sell	82 -54	-40%	-$6.43K	﹤0.01%	444
2023 Q1	$18K	Buy	136 +54	+66%	+$7.46K	0.01%	383
2022 Q4	$11.1K	Hold	82	–	–	0.01%	411
2022 Q3	$12.1K	Sell	82 -6	-7%	-$1.03K	0.01%	390
2022 Q2	$15.3K	Sell	88 -21	-19%	-$3.82K	0.01%	364
2022 Q1	$20.7K	Hold	109	–	–	0.01%	346
2021 Q4	$22.9K	Buy	109 +60	+122%	+$11.1K	0.01%	329
2021 Q3	$8.58K	Hold	49	–	–	﹤0.01%	367
2021 Q2	$9.66K	Hold	49	–	–	0.01%	365
2021 Q1	$8.65K	Hold	49	–	–	0.01%	323
2020 Q4	$7.9K	Hold	49	–	–	0.01%	322
2020 Q3	$8.33K	Sell	49 -99	-67%	-$16.3K	0.01%	314
2020 Q2	$25.5K	Sell	148 -293	-66%	-$47.2K	0.02%	276
2020 Q1	$60.7K	Hold	441	–	–	0.06%	189
2019 Q4	$62.7K	Buy	+441	New	+$60.2K	0.05%	213

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

Global Financial Private Client's CCI Position: Q2 2025 in Review

Global Financial Private Client sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 42 shares — an estimated $4.38K sold.

Global Financial Private Client first reported a position in CCI in Q4 2019 and held it in 22 quarters. The position peaked at $62.7K in Q4 2019. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Global Financial Private Client reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 42 Crown Castle shares in Q2 2025, an estimated $4.38K.
Global Financial Private Client first reported a position in Crown Castle in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Crown Castle position peaked at $62.7K in Q4 2019.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.