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Phillips Wealth Planners’s Crown Castle CCI Stock Holding History

Phillips Wealth Planners’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
2023
Q4 		– Sell
-3,127
Closed -$269K – 160
2023
Q3 		$269K Sell
3,127
-3,453
-52% -$358K 0.36% 108
2023
Q2 		$750K Sell
6,580
-1,275
-16% -$152K 0.98% 27
2023
Q1 		$959K Buy
7,855
+568
+8% +$78.5K 1.27% 19
2022
Q4 		$1.03M Buy
+7,287
New +$985K 1.8% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Phillips Wealth Planners's CCI Position: Q4 2023 in Review

Phillips Wealth Planners sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 3,127 shares — an estimated $269K sold.

Phillips Wealth Planners first reported a position in CCI in Q4 2022 and held it in 4 quarters. The position peaked at $1.03M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Phillips Wealth Planners reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,127 Crown Castle shares in Q4 2023, an estimated $269K.
  • Phillips Wealth Planners first reported a position in Crown Castle in Q4 2022 and held it in 4 quarters.
  • Phillips Wealth Planners's Crown Castle position peaked at $1.03M in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Phillips Wealth Planners's 13F filing for Q4 2023, filed 12 Feb 2024.