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Shira Ridge Wealth Management’s Crown Castle CCI Stock Holding History

Shira Ridge Wealth Management’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
-5,056
Closed -$494K – 82
2024
Q2 		$494K Hold
5,056
– – 0.28% 53
2024
Q1 		$535K Hold
5,056
– – 0.31% 51
2023
Q4 		$582K Sell
5,056
-115
-2% -$11.8K 0.35% 47
2023
Q3 		$476K Buy
5,171
+74
+1% +$7.67K 0.31% 48
2023
Q2 		$581K Sell
5,097
-36
-0.7% -$4.29K 0.36% 40
2023
Q1 		$687K Hold
5,133
– – 0.45% 35
2022
Q4 		$696K Buy
+5,133
New +$694K 0.48% 35

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shira Ridge Wealth Management's CCI Position: Q3 2024 in Review

Shira Ridge Wealth Management sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 5,056 shares — an estimated $494K sold.

Shira Ridge Wealth Management first reported a position in CCI in Q4 2022 and held it in 7 quarters. The position peaked at $696K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Shira Ridge Wealth Management reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 5,056 Crown Castle shares in Q3 2024, an estimated $494K.
  • Shira Ridge Wealth Management first reported a position in Crown Castle in Q4 2022 and held it in 7 quarters.
  • Shira Ridge Wealth Management's Crown Castle position peaked at $696K in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.