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Iams Wealth Management’s Crown Castle CCI Stock Holding History

Iams 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
Q3 		– Sell
-4,032
Closed -$394K – 147
2024
Q2 		$394K Buy
+4,032
New +$397K 0.22% 108
2024
Q1 		– Sell
-8,635
Closed -$995K – 116
2023
Q4 		$995K Sell
8,635
-270
-3% -$27.7K 0.64% 55
2023
Q3 		$820K Buy
+8,905
New +$923K 0.57% 60
2023
Q2 		– Sell
-6,778
Closed -$807K – 140
2023
Q1 		$898K Buy
6,778
+2,596
+62% +$359K 0.75% 48
2022
Q4 		$567K Buy
+4,182
New +$566K 0.58% 57

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's CCI Position: Q3 2024 in Review

Iams Wealth Management sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 4,032 shares — an estimated $394K sold.

Iams Wealth Management first reported a position in CCI in Q4 2022 and held it in 5 quarters. The position peaked at $995K in Q4 2023. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Iams Wealth Management reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Iams Wealth Management sold 4,032 Crown Castle shares in Q3 2024, an estimated $394K.
  • Iams Wealth Management first reported a position in Crown Castle in Q4 2022 and held it in 5 quarters.
  • Iams Wealth Management's Crown Castle position peaked at $995K in Q4 2023.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Iams Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.