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Moneta Group Investment Advisors’s Crown Castle CCI Stock Holding History

Moneta Group Investment 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
-2,591
Closed -$307K – 671
2024
Q3 		$307K Buy
+2,591
New +$285K ﹤0.01% 511
2024
Q2 		– Sell
-1,902
Closed -$201K – 613
2024
Q1 		$201K Sell
1,902
-348
-15% -$37.9K ﹤0.01% 575
2023
Q4 		$259K Sell
2,250
-300
-12% -$30.7K 0.01% 476
2023
Q3 		$235K Sell
2,550
-768
-23% -$79.6K 0.01% 453
2023
Q2 		$378K Sell
3,318
-1,053
-24% -$125K 0.01% 388
2023
Q1 		$585K Buy
4,371
+1,321
+43% +$183K 0.01% 286
2022
Q4 		$452K Sell
3,050
-817
-21% -$110K 0.01% 308
2022
Q3 		$559K Sell
3,867
-587
-13% -$100K 0.02% 261
2022
Q2 		$750K Sell
4,454
-194
-4% -$35.3K 0.03% 244
2022
Q1 		$858K Buy
4,648
+245
+6% +$43.6K 0.03% 221
2021
Q4 		$919K Buy
4,403
+197
+5% +$36.4K 0.04% 221
2021
Q3 		$729K Sell
4,206
-561
-12% -$108K 0.03% 229
2021
Q2 		$930K Buy
4,767
+445
+10% +$83.3K 0.04% 204
2021
Q1 		$744K Buy
4,322
+2,224
+106% +$356K 0.04% 208
2020
Q4 		$334K Sell
2,098
-100
-5% -$16.2K 0.02% 241
2020
Q3 		$366K Sell
2,198
-963
-30% -$159K 0.03% 201
2020
Q2 		$529K Buy
3,161
+446
+16% +$71.8K 0.05% 154
2020
Q1 		$392K Buy
2,715
+1,160
+75% +$173K 0.04% 174
2019
Q4 		$221K Buy
+1,555
New +$212K 0.02% 229
2018
Q3 		– Sell
-582
Closed -$63K – 255
2018
Q2 		$63K Buy
+582
New +$60.5K 0.01% 301
2018
Q1 		– Sell
-4
Closed – – 616
2017
Q4 		$0 Buy
+4
New +$432 ﹤0.01% 471
2015
Q4 		– Sell
-625
Closed -$49K – 183
2015
Q3 		$49K Buy
+625
New +$50.8K 0.01% 233

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

Moneta Group Investment Advisors's CCI Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,591 shares — an estimated $307K sold.

Moneta Group Investment Advisors first reported a position in CCI in Q3 2015 and held it in 22 quarters. The position peaked at $930K in Q2 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Moneta Group Investment Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,591 Crown Castle shares in Q4 2024, an estimated $307K.
  • Moneta Group Investment Advisors first reported a position in Crown Castle in Q3 2015 and held it in 22 quarters.
  • Moneta Group Investment Advisors's Crown Castle position peaked at $930K in Q2 2021.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.