Redwood Wealth Management Group’s Crown Castle CCI Stock Holding History

Redwood Wealth Management 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	–	Sell	-1,467	Closed	-$143K	–	315
2024 Q2	$143K	Buy	+1,467	New	+$144K	0.11%	153
2023 Q2	–	Sell	-1,549	Closed	-$207K	–	154
2023 Q1	$207K	Sell	1,549 -3	-0.2%	-$415	0.24%	119
2022 Q4	$211K	Buy	+1,552	New	+$210K	0.26%	107

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Wealth Management Group's CCI Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 1,467 shares — an estimated $143K sold.

Redwood Wealth Management Group first reported a position in CCI in Q4 2022 and held it in 3 quarters. The position peaked at $211K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

Redwood Wealth Management Group reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 1,467 Crown Castle shares in Q3 2024, an estimated $143K.
Redwood Wealth Management Group first reported a position in Crown Castle in Q4 2022 and held it in 3 quarters.
Redwood Wealth Management Group's Crown Castle position peaked at $211K in Q4 2022.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.