Simplicity Wealth’s Crown Castle CCI Stock Holding History

Simplicity Wealth’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	-6,432	Closed	-$628K	–	592
2024 Q2	$628K	Sell	6,432 -1,473	-19%	-$145K	0.01%	667
2024 Q1	$837K	Buy	+7,905	New	+$860K	0.02%	568

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

Simplicity Wealth's CCI Position: Q3 2024 in Review

Simplicity Wealth sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 6,432 shares — an estimated $628K sold.

Simplicity Wealth first reported a position in CCI in Q1 2024 and held it in 2 quarters. The position peaked at $837K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

Simplicity Wealth reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 6,432 Crown Castle shares in Q3 2024, an estimated $628K.
Simplicity Wealth first reported a position in Crown Castle in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Crown Castle position peaked at $837K in Q1 2024.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

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