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Second Half Financial Partners’s Crown Castle CCI Stock Holding History

Second Half Financial Partners’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
Q1 		– Sell
-1,786
Closed -$206K – 66
2023
Q4 		$206K Buy
+1,786
New +$183K 0.1% 48

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State Street
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Cohen & Steers
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Second Half Financial Partners's CCI Position: Q1 2024 in Review

Second Half Financial Partners sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 1,786 shares — an estimated $206K sold.

Second Half Financial Partners first reported a position in CCI in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Second Half Financial Partners reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 1,786 Crown Castle shares in Q1 2024, an estimated $206K.
  • Second Half Financial Partners first reported a position in Crown Castle in Q4 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Crown Castle position peaked at $206K in Q4 2023.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Second Half Financial Partners's 13F filing for Q1 2024, filed 9 May 2024.