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Atwood & Palmer’s Crown Castle CCI Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-100
Closed -$9.08K – 451
2024
Q4 		$9.08K Hold
100
– – ﹤0.01% 348
2024
Q3 		$11.9K Hold
100
– – ﹤0.01% 325
2024
Q2 		$9.77K Sell
100
-100
-50% -$9.85K ﹤0.01% 338
2024
Q1 		$21.2K Hold
200
– – ﹤0.01% 271
2023
Q4 		$23K Hold
200
– – ﹤0.01% 272
2023
Q3 		$18.4K Hold
200
– – ﹤0.01% 275
2023
Q2 		$22.8K Buy
+200
New +$23.8K ﹤0.01% 270
2021
Q1 		– Sell
-192
Closed -$31K – 440
2020
Q4 		$31K Buy
+192
New +$31.1K ﹤0.01% 238

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atwood & Palmer's CCI Position: Q1 2025 in Review

Atwood & Palmer sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 100 shares — an estimated $9.08K sold.

Atwood & Palmer first reported a position in CCI in Q4 2020 and held it in 8 quarters. The position peaked at $31K in Q4 2020. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Atwood & Palmer reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 100 Crown Castle shares in Q1 2025, an estimated $9.08K.
  • Atwood & Palmer first reported a position in Crown Castle in Q4 2020 and held it in 8 quarters.
  • Atwood & Palmer's Crown Castle position peaked at $31K in Q4 2020.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.