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Peterson Financial Group’s Crown Castle CCI Stock Holding History

Peterson Financial Group’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
Q3 		$4.05K Buy
+34
New +$3.75K 0.02% 314

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Financial Group's CCI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Crown Castle (CCI) in Q3 2024: 34 shares worth $4.05K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings.

1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Peterson Financial Group held 34 shares of Crown Castle worth $4.05K as of Q3 2024.
  • Crown Castle was a new Peterson Financial Group position in Q3 2024.
  • Crown Castle made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #314 holding.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.