Tectonic Advisors’s Crown Castle CCI Stock Holding History

Tectonic 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
2024 Q4	–	Sell	-3,111	Closed	-$369K	–	321
2024 Q3	$369K	Sell	3,111 -2,357	-43%	-$260K	0.02%	277
2024 Q2	$534K	Buy	5,468 +203	+4%	+$20K	0.04%	213
2024 Q1	$557K	Buy	5,265 +567	+12%	+$61.7K	0.04%	210
2023 Q4	$541K	Buy	4,698 +694	+17%	+$71.1K	0.05%	202
2023 Q3	$368K	Buy	+4,004	New	+$415K	0.03%	215

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Tectonic Advisors's CCI Position: Q4 2024 in Review

Tectonic Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 3,111 shares — an estimated $369K sold.

Tectonic Advisors first reported a position in CCI in Q3 2023 and held it in 5 quarters. The position peaked at $557K in Q1 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Tectonic Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Tectonic Advisors sold 3,111 Crown Castle shares in Q4 2024, an estimated $369K.
Tectonic Advisors first reported a position in Crown Castle in Q3 2023 and held it in 5 quarters.
Tectonic Advisors's Crown Castle position peaked at $557K in Q1 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Tectonic Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.