NC
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NewSquare Capital’s Crown Castle CCI Stock Holding History

NewSquare Capital’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
-281
Closed -$28.9K – 353
2025
Q2 		$28.9K Buy
281
+120
+75% +$12.1K ﹤0.01% 399
2025
Q1 		$16.8K Buy
161
+147
+1,050% +$13.7K ﹤0.01% 406
2024
Q4 		$1.27K Buy
+14
New +$1.46K ﹤0.01% 634
2023
Q4 		– Sell
-46
Closed -$4.23K – 514
2023
Q3 		$4.23K Buy
+46
New +$4.77K ﹤0.01% 391
2023
Q2 		– Sell
-173
Closed -$23.2K – 873
2023
Q1 		$23.2K Buy
+173
New +$23.9K ﹤0.01% 254
2021
Q3 		– Sell
-369
Closed -$71.3K – 356
2021
Q2 		$72K Buy
+369
New +$69.1K 0.01% 180

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