J.W. Coons Advisors’s Crown Castle CCI Stock Holding History

J.W. Coons Advisors’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	-1,805	Closed	-$214K	–	234
2024 Q3	$214K	Buy	+1,805	New	+$199K	0.05%	227
2024 Q1	–	Sell	-1,805	Closed	-$208K	–	242
2023 Q4	$208K	Buy	+1,805	New	+$185K	0.06%	237
2023 Q3	–	Sell	-2,380	Closed	-$271K	–	226
2023 Q2	$271K	Sell	2,380 -56	-2%	-$6.67K	0.07%	204
2023 Q1	$326K	Hold	2,436	–	–	0.09%	183
2022 Q4	$330K	Buy	+2,436	New	+$329K	0.1%	177
2022 Q3	–	Sell	-2,051	Closed	-$345K	–	213
2022 Q2	$345K	Buy	2,051 +145	+8%	+$26.4K	0.12%	170
2022 Q1	$352K	Buy	1,906 +385	+25%	+$68.5K	0.1%	184
2021 Q4	$316K	Buy	1,521 +45	+3%	+$8.31K	0.1%	188
2021 Q3	$257K	Buy	1,476 +115	+8%	+$22.2K	0.09%	203
2021 Q2	$266K	Hold	1,361	–	–	0.09%	185
2021 Q1	$234K	Hold	1,361	–	–	0.08%	201
2020 Q4	$217K	Hold	1,361	–	–	0.08%	194
2020 Q3	$226K	Hold	1,361	–	–	0.09%	178
2020 Q2	$228K	Buy	+1,361	New	+$219K	0.1%	173

Other funds holding CCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

J.W. Coons Advisors's CCI Position: Q4 2024 in Review

J.W. Coons Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,805 shares — an estimated $214K sold.

J.W. Coons Advisors first reported a position in CCI in Q2 2020 and held it in 14 quarters. The position peaked at $352K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

J.W. Coons Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
J.W. Coons Advisors sold 1,805 Crown Castle shares in Q4 2024, an estimated $214K.
J.W. Coons Advisors first reported a position in Crown Castle in Q2 2020 and held it in 14 quarters.
J.W. Coons Advisors's Crown Castle position peaked at $352K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.