IFG
CCI icon

Independent Financial Group’s Crown Castle CCI Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-1,695
Closed -$201K – 1168
2024
Q3 		$201K Buy
+1,695
New +$187K 0.01% 1072
2024
Q2 		– Sell
-4,810
Closed -$509K – 1098
2024
Q1 		$509K Sell
4,810
-1,492
-24% -$162K 0.02% 577
2023
Q4 		$726K Buy
6,302
+545
+9% +$55.8K 0.04% 452
2023
Q3 		$530K Buy
5,757
+441
+8% +$45.7K 0.03% 475
2023
Q2 		$606K Buy
5,316
+1,888
+55% +$225K 0.04% 432
2023
Q1 		$459K Sell
3,428
-3,003
-47% -$415K 0.04% 474
2022
Q4 		$872K Sell
6,431
-440
-6% -$59.5K 0.08% 268
2022
Q3 		$993K Sell
6,871
-645
-9% -$110K 0.09% 226
2022
Q2 		$1.27M Sell
7,516
-46
-0.6% -$8.37K 0.14% 173
2022
Q1 		$1.4M Buy
7,562
+881
+13% +$157K 0.11% 182
2021
Q4 		$1.39M Buy
6,681
+2,265
+51% +$418K 0.12% 177
2021
Q3 		$765K Sell
4,416
-246
-5% -$47.6K 0.08% 278
2021
Q2 		$909K Sell
4,662
-388
-8% -$72.6K 0.1% 235
2021
Q1 		$869K Buy
5,050
+1,108
+28% +$177K 0.11% 203
2020
Q4 		$628K Buy
3,942
+98
+3% +$15.9K 0.09% 255
2020
Q3 		$640K Buy
3,844
+378
+11% +$62.4K 0.12% 192
2020
Q2 		$580K Sell
3,466
-36
-1% -$5.8K 0.13% 193
2020
Q1 		$506K Buy
+3,502
New +$522K 0.15% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Independent Financial Group's CCI Position: Q4 2024 in Review

Independent Financial Group sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,695 shares — an estimated $201K sold.

Independent Financial Group first reported a position in CCI in Q1 2020 and held it in 18 quarters. The position peaked at $1.4M in Q1 2022. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Independent Financial Group reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,695 Crown Castle shares in Q4 2024, an estimated $201K.
  • Independent Financial Group first reported a position in Crown Castle in Q1 2020 and held it in 18 quarters.
  • Independent Financial Group's Crown Castle position peaked at $1.4M in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.