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SFA
Semmax Financial Advisors’s
Crown Castle
CCI
Stock Holding History
Semmax Financial Advisors’s Portfolio
CCI Stock Details
CCI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$7.53K
Buy
72
+1
+1%
+$101
﹤0.01%
279
2025
Q1
$7.48K
Buy
71
+1
+1%
+$93
﹤0.01%
255
2024
Q4
$6.31K
Buy
70
+1
+1%
+$105
﹤0.01%
250
2024
Q3
$7.06K
Sell
69
-175
-72%
-$19.3K
﹤0.01%
239
2024
Q2
$26.9K
Buy
244
+177
+264%
+$17.4K
0.01%
176
2024
Q1
$6.7K
Buy
67
+1
+2%
+$109
﹤0.01%
234
2023
Q4
$6.95K
Buy
+66
New
+$6.76K
﹤0.01%
239
2020
Q4
–
Sell
-46
Closed
-$8K
–
244
2020
Q3
$8K
Hold
46
–
–
﹤0.01%
156
2020
Q2
$8K
Hold
46
–
–
﹤0.01%
168
2020
Q1
$7K
Sell
46
-35
-43%
-$5.22K
﹤0.01%
167
2019
Q4
$12K
Buy
+81
New
+$11.1K
0.01%
157
2019
Q3
–
Hold
0
–
–
–
156
2019
Q2
–
Hold
0
–
–
–
150
2019
Q1
–
Hold
0
–
–
–
34
2018
Q4
–
Hold
0
–
–
–
20
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
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
Norges Bank
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$935B AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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