1776 Wealth’s Crown Castle CCI Stock Holding History

1776 Wealth’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	-2,723	Closed	-$323K	–	140
2024 Q3	$323K	Hold	2,723	–	–	0.14%	110
2024 Q2	$266K	Buy	+2,723	New	+$268K	0.12%	126
2023 Q1	–	Sell	-3,288	Closed	-$446K	–	124
2022 Q4	$446K	Buy	+3,288	New	+$445K	0.32%	61
2022 Q3	–	Sell	-3,252	Closed	-$548K	–	108
2022 Q2	$548K	Hold	3,252	–	–	0.38%	47
2022 Q1	$600K	Buy	3,252 +155	+5%	+$27.6K	0.35%	53
2021 Q4	$646K	Buy	3,097 +17	+0.6%	+$3.14K	0.35%	51
2021 Q3	$534K	Sell	3,080 -37	-1%	-$7.15K	0.3%	55
2021 Q2	$608K	Buy	3,117 +31	+1%	+$5.8K	0.34%	51
2021 Q1	$531K	Buy	3,086 +221	+8%	+$35.4K	0.33%	53
2020 Q4	$456K	Buy	2,865 +200	+8%	+$32.4K	0.29%	58
2020 Q3	$443K	Buy	2,665 +300	+13%	+$49.5K	0.32%	49
2020 Q2	$395K	Sell	2,365 -1,781	-43%	-$287K	0.27%	59
2020 Q1	$593K	Buy	4,146 +2,264	+120%	+$338K	0.25%	69
2019 Q4	$267K	Buy	+1,882	New	+$257K	0.23%	79

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

1776 Wealth's CCI Position: Q4 2024 in Review

1776 Wealth sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,723 shares — an estimated $323K sold.

1776 Wealth first reported a position in CCI in Q4 2019 and held it in 14 quarters. The position peaked at $646K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

1776 Wealth reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
1776 Wealth sold 2,723 Crown Castle shares in Q4 2024, an estimated $323K.
1776 Wealth first reported a position in Crown Castle in Q4 2019 and held it in 14 quarters.
1776 Wealth's Crown Castle position peaked at $646K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on 1776 Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.