SOA Wealth Advisors’s Crown Castle CCI Stock Holding History

SOA 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 Q2	–	Sell	-6	Closed	-$625	–	889
2025 Q1	$625	Hold	6	–	–	﹤0.01%	776
2024 Q4	$545	Hold	6	–	–	﹤0.01%	772
2024 Q3	$712	Sell	6 -125	-95%	-$13.8K	﹤0.01%	729
2024 Q2	$12.8K	Sell	131 -3	-2%	-$295	﹤0.01%	503
2024 Q1	$14.2K	Hold	134	–	–	﹤0.01%	491
2023 Q4	$15.4K	Hold	134	–	–	﹤0.01%	463
2023 Q3	$12.3K	Hold	134	–	–	﹤0.01%	495
2023 Q2	$15.3K	Hold	134	–	–	﹤0.01%	470
2023 Q1	$17.9K	Hold	134	–	–	﹤0.01%	443
2022 Q4	$18.2K	Hold	134	–	–	﹤0.01%	420
2022 Q3	$19K	Buy	134 +125	+1,389%	+$21.4K	0.01%	394
2022 Q2	$1K	Sell	9 -172	-95%	-$31.3K	﹤0.01%	740
2022 Q1	$33K	Hold	181	–	–	0.01%	368
2021 Q4	$37K	Hold	181	–	–	0.01%	342
2021 Q3	$31K	Hold	181	–	–	0.01%	377
2021 Q2	$35K	Buy	181 +5	+3%	+$936	0.01%	357
2021 Q1	$30K	Buy	176 +24	+16%	+$3.85K	0.01%	328
2020 Q4	$24K	Buy	+152	New	+$24.7K	0.01%	368

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

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 Oslo, Norway $935B AUM

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

SOA Wealth Advisors's CCI Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 6 shares — an estimated $625 sold.

SOA Wealth Advisors first reported a position in CCI in Q4 2020 and held it in 18 quarters. The position peaked at $37K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

SOA Wealth Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 6 Crown Castle shares in Q2 2025, an estimated $625.
SOA Wealth Advisors first reported a position in Crown Castle in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Crown Castle position peaked at $37K in Q4 2021.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.