MONECO Advisors’s Crown Castle CCI Stock Holding History

MONECO 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	-21,137	Closed	-$2.51M	–	470
2024 Q3	$2.51M	Sell	21,137 -201	-0.9%	-$22.1K	0.31%	88
2024 Q2	$2.08M	Sell	21,338 -793	-4%	-$78.1K	0.31%	94
2024 Q1	$2.34M	Buy	22,131 +172	+0.8%	+$18.7K	0.37%	72
2023 Q4	$2.53M	Buy	+21,959	New	+$2.25M	0.48%	50

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

MONECO Advisors's CCI Position: Q4 2024 in Review

MONECO Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 21,137 shares — an estimated $2.51M sold.

MONECO Advisors first reported a position in CCI in Q4 2023 and held it in 4 quarters. The position peaked at $2.53M in Q4 2023. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

MONECO Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
MONECO Advisors sold 21,137 Crown Castle shares in Q4 2024, an estimated $2.51M.
MONECO Advisors first reported a position in Crown Castle in Q4 2023 and held it in 4 quarters.
MONECO Advisors's Crown Castle position peaked at $2.53M in Q4 2023.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

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