San Luis Wealth Advisors’s Crown Castle CCI Stock Holding History

San Luis Wealth 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
2025 Q1	–	Sell	-7,557	Closed	-$686K	–	138
2024 Q4	$686K	Buy	7,557 +1,443	+24%	+$151K	0.13%	87
2024 Q3	$725K	Buy	6,114 +3,194	+109%	+$352K	0.15%	66
2024 Q2	$285K	Buy	+2,920	New	+$288K	0.07%	102
2022 Q2	–	Sell	-75	Closed	-$16K	–	127
2022 Q1	$16K	Buy	+75	New	+$13.3K	0.01%	324

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

San Luis Wealth Advisors's CCI Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 7,557 shares — an estimated $686K sold.

San Luis Wealth Advisors first reported a position in CCI in Q1 2022 and held it in 4 quarters. The position peaked at $725K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

San Luis Wealth Advisors reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 7,557 Crown Castle shares in Q1 2025, an estimated $686K.
San Luis Wealth Advisors first reported a position in Crown Castle in Q1 2022 and held it in 4 quarters.
San Luis Wealth Advisors's Crown Castle position peaked at $725K in Q3 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.