White Knight Strategic Wealth Advisors’s Crown Castle CCI Stock Holding History

White Knight Strategic Wealth 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	-5,169	Closed	-$539K	–	82
2025 Q1	$539K	Sell	5,169 -6,149	-54%	-$574K	0.5%	42
2024 Q4	$1.03M	Buy	11,318 +5,784	+105%	+$605K	0.43%	46
2024 Q3	$656K	Buy	5,534 +146	+3%	+$16.1K	0.6%	39
2024 Q2	$526K	Buy	5,388 +2,547	+90%	+$251K	0.53%	41
2024 Q1	$301K	Buy	2,841 +5	+0.2%	+$544	0.31%	57
2023 Q4	$327K	Sell	2,836 -180	-6%	-$18.4K	0.38%	52
2023 Q3	$278K	Buy	+3,016	New	+$312K	0.37%	47

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

White Knight Strategic Wealth Advisors's CCI Position: Q2 2025 in Review

White Knight Strategic Wealth Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 5,169 shares — an estimated $539K sold.

White Knight Strategic Wealth Advisors first reported a position in CCI in Q3 2023 and held it in 7 quarters. The position peaked at $1.03M in Q4 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

White Knight Strategic Wealth Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 5,169 Crown Castle shares in Q2 2025, an estimated $539K.
White Knight Strategic Wealth Advisors first reported a position in Crown Castle in Q3 2023 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Crown Castle position peaked at $1.03M in Q4 2024.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.