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Legend Financial Advisors’s Crown Castle CCI Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-13
Closed -$1.33K – 55
2025
Q2 		$1.33K Buy
+13
New +$1.32K ﹤0.01% 160
2025
Q1 		– Sell
-13
Closed -$1.18K – 67
2024
Q4 		$1.18K Hold
13
– – ﹤0.01% 216
2024
Q3 		$1.54K Hold
13
– – ﹤0.01% 145
2024
Q2 		$1.27K Sell
13
-3
-19% -$295 ﹤0.01% 243
2024
Q1 		$1.69K Buy
16
+10
+167% +$1.09K ﹤0.01% 178
2023
Q4 		$691 Buy
+6
New +$615 ﹤0.01% 188
2023
Q3 		– Sell
-14
Closed -$1.59K – 193
2023
Q2 		$1.59K Hold
14
– – ﹤0.01% 201
2023
Q1 		$1.87K Sell
14
-7
-33% -$968 ﹤0.01% 210
2022
Q4 		$2.85K Buy
+21
New +$2.84K ﹤0.01% 212

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return