IWP
CCI icon

Icon Wealth Partners’s Crown Castle CCI Stock Holding History

Icon Wealth Partners’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 		$106K Sell
1,150
-13,873
-92% -$1.44M 0.01% 382
2023
Q2 		$1.71M Sell
15,023
-7,808
-34% -$929K 0.18% 96
2023
Q1 		$3.06M Buy
+22,831
New +$3.16M 0.33% 70
2022
Q2 		$4.53M Buy
+26,879
New +$4.89M 0.54% 42
2022
Q1 		– Sell
-26,120
Closed -$5.45M – 335
2021
Q4 		$5.45M Buy
26,120
+144
+0.6% +$26.6K 0.55% 49
2021
Q3 		$4.5M Buy
25,976
+237
+0.9% +$45.8K 0.48% 53
2021
Q2 		$5.02M Sell
25,739
-146
-0.6% -$27.3K 0.54% 47
2021
Q1 		$4.46M Buy
25,885
+3,409
+15% +$546K 0.56% 48
2020
Q4 		$3.58M Buy
22,476
+2,876
+15% +$467K 0.57% 47
2020
Q3 		$3.26M Buy
19,600
+12,946
+195% +$2.14M 0.63% 43
2020
Q2 		$1.11M Buy
+6,654
New +$1.07M 0.27% 72
2019
Q2 		– Sell
-1,035
Closed -$132K – 257
2019
Q1 		$132K Sell
1,035
-137
-12% -$16.1K 0.05% 191
2018
Q4 		$127K Buy
1,172
+96
+9% +$10.5K 0.06% 186
2018
Q3 		$120K Hold
1,076
– – 0.05% 246
2018
Q2 		$116K Sell
1,076
-59
-5% -$6.13K 0.05% 216
2018
Q1 		$126K Sell
1,135
-4
-0.4% -$434 0.07% 224
2017
Q4 		$126K Buy
+1,139
New +$123K 0.06% 237

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Partners's CCI Position: Q3 2023 in Review

Icon Wealth Partners reduced its Crown Castle (CCI) stake by 92% in Q3 2023, selling an estimated $1.44M and leaving 1,150 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #382.

Icon Wealth Partners first reported a position in CCI in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.45M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Icon Wealth Partners held 1,150 shares of Crown Castle worth $106K as of Q3 2023.
  • Icon Wealth Partners sold 13,873 Crown Castle shares in Q3 2023, an estimated $1.44M.
  • Crown Castle made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #382 holding.
  • Icon Wealth Partners first reported a position in Crown Castle in Q4 2017 and has held it in 17 quarters since.
  • Icon Wealth Partners's Crown Castle position peaked at $5.45M in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.