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Trinity Legacy Partners’s Crown Castle CCI Stock Holding History

Trinity Legacy 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
Q1 		– Sell
-1,800
Closed -$207K – 103
2023
Q4 		$207K Buy
+1,800
New +$184K 0.07% 103
2022
Q3 		– Sell
-1,478
Closed -$255K – 78
2022
Q2 		$255K Hold
1,478
– – 0.1% 85
2022
Q1 		$273K Buy
1,478
+100
+7% +$17.8K 0.09% 87
2021
Q4 		$288K Buy
+1,378
New +$254K 0.1% 88
2020
Q1 		– Sell
-1,468
Closed -$206K – 65
2019
Q4 		$206K Buy
+1,468
New +$200K 0.1% 81

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

Trinity Legacy Partners's CCI Position: Q1 2024 in Review

Trinity Legacy Partners sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 1,800 shares — an estimated $207K sold.

Trinity Legacy Partners first reported a position in CCI in Q4 2019 and held it in 5 quarters. The position peaked at $288K in Q4 2021. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

  • Trinity Legacy Partners reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
  • Trinity Legacy Partners sold 1,800 Crown Castle shares in Q1 2024, an estimated $207K.
  • Trinity Legacy Partners first reported a position in Crown Castle in Q4 2019 and held it in 5 quarters.
  • Trinity Legacy Partners's Crown Castle position peaked at $288K in Q4 2021.
  • 1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Trinity Legacy Partners's 13F filing for Q1 2024, filed 24 Apr 2024.