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SYSTM Wealth Solutions’s Crown Castle CCI Stock Holding History

SYSTM Wealth Solutions’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
-1,649
Closed -$161K – 183
2024
Q2 		$161K Sell
1,649
-9,687
-85% -$954K 0.04% 205
2024
Q1 		$1.2M Sell
11,336
-1,582
-12% -$172K 0.15% 171
2023
Q4 		$1.49M Buy
12,918
+2,916
+29% +$299K 0.21% 143
2023
Q3 		$920K Sell
10,002
-2,645
-21% -$274K 0.14% 190
2023
Q2 		$1.44M Buy
12,647
+6,762
+115% +$805K 0.2% 145
2023
Q1 		$788K Sell
5,885
-11,728
-67% -$1.62M 0.12% 210
2022
Q4 		$2.39M Buy
+17,613
New +$2.38M 0.3% 93

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

SYSTM Wealth Solutions's CCI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 1,649 shares — an estimated $161K sold.

SYSTM Wealth Solutions first reported a position in CCI in Q4 2022 and held it in 7 quarters. The position peaked at $2.39M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,649 Crown Castle shares in Q3 2024, an estimated $161K.
  • SYSTM Wealth Solutions first reported a position in Crown Castle in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Crown Castle position peaked at $2.39M in Q4 2022.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.