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Tradition Wealth Management’s Crown Castle CCI Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-559
Closed -$64K – 500
2023
Q4 		$64K Sell
559
-541
-49% -$55.4K 0.01% 570
2023
Q3 		$101K Sell
1,100
-285
-21% -$29.5K 0.01% 435
2023
Q2 		$158K Sell
1,385
-328
-19% -$39K 0.02% 348
2023
Q1 		$229K Buy
1,713
+1,175
+218% +$162K 0.03% 286
2022
Q4 		$73K Buy
538
+6
+1% +$811 0.01% 443
2022
Q3 		$77K Buy
532
+3
+0.6% +$513 0.01% 411
2022
Q2 		$89K Sell
529
-240
-31% -$43.7K 0.01% 371
2022
Q1 		$142K Buy
769
+495
+181% +$88.1K 0.02% 338
2021
Q4 		$57K Buy
274
+4
+1% +$739 0.01% 502
2021
Q3 		$47K Sell
270
-7
-3% -$1.35K 0.01% 519
2021
Q2 		$54K Buy
277
+83
+43% +$15.5K 0.01% 504
2021
Q1 		$33K Buy
194
+112
+137% +$17.9K 0.01% 527
2020
Q4 		$13K Buy
+82
New +$13.3K ﹤0.01% 669

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's CCI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 559 shares — an estimated $64K sold.

Tradition Wealth Management first reported a position in CCI in Q4 2020 and held it in 13 quarters. The position peaked at $229K in Q1 2023. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Tradition Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 559 Crown Castle shares in Q1 2024, an estimated $64K.
  • Tradition Wealth Management first reported a position in Crown Castle in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Crown Castle position peaked at $229K in Q1 2023.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.