AWE
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Avidian Wealth Enterprises’s Crown Castle CCI Stock Holding History

Avidian Wealth Enterprises’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
-2,874
Closed -$261K – 525
2024
Q4 		$261K Sell
2,874
-439
-13% -$45.9K 0.01% 432
2024
Q3 		$393K Sell
3,313
-175
-5% -$19.3K 0.02% 342
2024
Q2 		$341K Buy
3,488
+942
+37% +$92.8K 0.01% 367
2024
Q1 		$269K Buy
+2,546
New +$277K 0.01% 378
2023
Q3 		– Sell
-4,100
Closed -$467K – 398
2023
Q2 		$467K Sell
4,100
-4,759
-54% -$566K 0.03% 277
2023
Q1 		$1.19M Buy
8,859
+685
+8% +$94.7K 0.07% 179
2022
Q4 		$1.11M Buy
8,174
+2,187
+37% +$296K 0.07% 161
2022
Q3 		$865K Sell
5,987
-214
-3% -$36.6K 0.06% 164
2022
Q2 		$1.04M Buy
6,201
+3
+0% +$546 0.07% 161
2022
Q1 		$1.14M Sell
6,198
-1,097
-15% -$195K 0.07% 176
2021
Q4 		$1.52M Buy
7,295
+615
+9% +$114K 0.09% 138
2021
Q3 		$1.16M Buy
6,680
+48
+0.7% +$9.28K 0.09% 120
2021
Q2 		$1.29M Buy
6,632
+1,689
+34% +$316K 0.1% 114
2021
Q1 		$851K Buy
4,943
+564
+13% +$90.3K 0.07% 139
2020
Q4 		$697K Buy
4,379
+315
+8% +$51.1K 0.07% 141
2020
Q3 		$677K Buy
4,064
+552
+16% +$91.1K 0.08% 128
2020
Q2 		$588K Buy
3,512
+474
+16% +$76.3K 0.08% 123
2020
Q1 		$439K Buy
3,038
+439
+17% +$65.5K 0.07% 117
2019
Q4 		$369K Buy
+2,599
New +$355K 0.05% 150

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

Avidian Wealth Enterprises's CCI Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,874 shares — an estimated $261K sold.

Avidian Wealth Enterprises first reported a position in CCI in Q4 2019 and held it in 19 quarters. The position peaked at $1.52M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,874 Crown Castle shares in Q1 2025, an estimated $261K.
  • Avidian Wealth Enterprises first reported a position in Crown Castle in Q4 2019 and held it in 19 quarters.
  • Avidian Wealth Enterprises's Crown Castle position peaked at $1.52M in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.