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Sweet Financial Partners’s Crown Castle CCI Stock Holding History

Sweet 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
Q3 		$427K Hold
3,600
– – 0.09% 133
2024
Q2 		$352K Buy
+3,600
New +$355K 0.08% 146

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's CCI Position: Q3 2024 in Review

Sweet Financial Partners held its Crown Castle (CCI) position steady in Q3 2024 at 3,600 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #133.

Sweet Financial Partners first reported a position in CCI in Q2 2024 and has held it in 2 quarters since. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Sweet Financial Partners held 3,600 shares of Crown Castle worth $427K as of Q3 2024.
  • Sweet Financial Partners left its Crown Castle share count unchanged in Q3 2024.
  • Crown Castle made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #133 holding.
  • Sweet Financial Partners first reported a position in Crown Castle in Q2 2024 and has held it in 2 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.