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ICA Group Wealth Management’s Crown Castle CCI Stock Holding History

ICA Group 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
Q2 		$1.17K Sell
12
-28
-70% -$2.76K ﹤0.01% 717
2024
Q1 		$4.23K Sell
40
-18
-31% -$1.96K ﹤0.01% 1067
2023
Q4 		$6.68K Buy
+58
New +$5.94K ﹤0.01% 953
2023
Q3 		– Sell
-250
Closed -$28.5K – 364
2023
Q2 		$28.5K Buy
250
+79
+46% +$9.4K 0.01% 615
2023
Q1 		$22.9K Sell
171
-102
-37% -$14.1K 0.01% 637
2022
Q4 		$37K Buy
+273
New +$36.9K 0.01% 574

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's CCI Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Crown Castle (CCI) stake by 70% in Q2 2024, selling an estimated $2.76K and leaving 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

ICA Group Wealth Management first reported a position in CCI in Q4 2022 and has held it in 6 quarters since. The position peaked at $37K in Q4 2022. 1,126 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • ICA Group Wealth Management held 12 shares of Crown Castle worth $1.17K as of Q2 2024.
  • ICA Group Wealth Management sold 28 Crown Castle shares in Q2 2024, an estimated $2.76K.
  • Crown Castle made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #717 holding.
  • ICA Group Wealth Management first reported a position in Crown Castle in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Crown Castle position peaked at $37K in Q4 2022.
  • 1,126 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.