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Teamwork Financial Advisors’s Crown Castle CCI Stock Holding History

Teamwork Financial 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
-7,226
Closed -$753K – 194
2025
Q1 		$753K Buy
7,226
+954
+15% +$89.1K 0.1% 97
2024
Q4 		$569K Buy
+6,272
New +$656K 0.07% 102
2024
Q2 		– Sell
-2,060
Closed -$218K – 150
2024
Q1 		$218K Sell
2,060
-33
-2% -$3.59K 0.03% 173
2023
Q4 		$241K Sell
2,093
-287
-12% -$29.4K 0.04% 163
2023
Q3 		$219K Buy
2,380
+532
+29% +$55.1K 0.04% 186
2023
Q2 		$211K Sell
1,848
-22
-1% -$2.62K 0.03% 184
2023
Q1 		$250K Sell
1,870
-5,161
-73% -$713K 0.05% 165
2022
Q4 		$954K Buy
7,031
+202
+3% +$27.3K 0.19% 78
2022
Q3 		$987K Sell
6,829
-2,540
-27% -$435K 0.21% 70
2022
Q2 		$1.58M Buy
+9,369
New +$1.7M 0.34% 59
2022
Q1 		– Sell
-2,374
Closed -$496K – 254
2021
Q4 		$496K Sell
2,374
-18
-0.8% -$3.32K 0.09% 187
2021
Q3 		$415K Sell
2,392
-162
-6% -$31.3K 0.08% 182
2021
Q2 		$498K Sell
2,554
-518
-17% -$97K 0.1% 152
2021
Q1 		$529K Sell
3,072
-1,713
-36% -$274K 0.12% 136
2020
Q4 		$762K Sell
4,785
-504
-10% -$81.8K 0.18% 100
2020
Q3 		$881K Sell
5,289
-5,899
-53% -$973K 0.27% 79
2020
Q2 		$1.87M Buy
11,188
+3,425
+44% +$552K 0.67% 29
2020
Q1 		$1.12M Buy
7,763
+1,012
+15% +$151K 0.7% 30
2019
Q4 		$960K Buy
+6,751
New +$921K 0.57% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Teamwork Financial Advisors's CCI Position: Q2 2025 in Review

Teamwork Financial Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 7,226 shares — an estimated $753K sold.

Teamwork Financial Advisors first reported a position in CCI in Q4 2019 and held it in 19 quarters. The position peaked at $1.87M in Q2 2020. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Teamwork Financial Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 7,226 Crown Castle shares in Q2 2025, an estimated $753K.
  • Teamwork Financial Advisors first reported a position in Crown Castle in Q4 2019 and held it in 19 quarters.
  • Teamwork Financial Advisors's Crown Castle position peaked at $1.87M in Q2 2020.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Teamwork Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.