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Legacy Capital Wealth Partners’s Crown Castle CCI Stock Holding History

Legacy Capital 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
2024
Q4 		– Sell
-2,917
Closed -$346K – 346
2024
Q3 		$346K Buy
+2,917
New +$321K 0.07% 255

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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

Legacy Capital Wealth Partners's CCI Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,917 shares — an estimated $346K sold.

Legacy Capital Wealth Partners first reported a position in CCI in Q3 2024 and held it in 1 quarter. The position peaked at $346K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,917 Crown Castle shares in Q4 2024, an estimated $346K.
  • Legacy Capital Wealth Partners first reported a position in Crown Castle in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Crown Castle position peaked at $346K in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.