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
2023 Q3	–	Sell	-15,488	Closed	-$1.77M	–	127
2023 Q2	$1.77M	Buy	+15,488	New	+$1.84M	0.64%	57

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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.