Baldwin Wealth Partners’s Crown Castle CCI Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-1,885	Closed	-$224K	–	354
2024 Q3	$224K	Buy	1,885 +1,835	+3,670%	+$202K	0.02%	315
2024 Q2	$4.88K	Hold	50	–	–	﹤0.01%	592
2024 Q1	$5.29K	Sell	50 -145	-74%	-$15.8K	﹤0.01%	591
2023 Q4	$22.5K	Sell	195 -35	-15%	-$3.58K	﹤0.01%	488
2023 Q3	$21.2K	Hold	230	–	–	﹤0.01%	504
2023 Q2	$26.2K	Hold	230	–	–	﹤0.01%	501
2023 Q1	$30.8K	Hold	230	–	–	﹤0.01%	494
2022 Q4	$31.2K	Sell	230 -250	-52%	-$33.8K	﹤0.01%	482
2022 Q3	$69K	Sell	480 -40	-8%	-$6.85K	0.01%	281
2022 Q2	$88K	Hold	520	–	–	0.01%	267
2022 Q1	$96K	Buy	520 +300	+136%	+$53.4K	0.01%	276
2021 Q4	$46K	Hold	220	–	–	﹤0.01%	357
2021 Q3	$38K	Hold	220	–	–	﹤0.01%	381
2021 Q2	$43K	Buy	220 +75	+52%	+$14K	﹤0.01%	376
2021 Q1	$25K	Hold	145	–	–	﹤0.01%	430
2020 Q4	$23K	Hold	145	–	–	﹤0.01%	392
2020 Q3	$24K	Hold	145	–	–	﹤0.01%	367
2020 Q2	$24K	Hold	145	–	–	﹤0.01%	368
2020 Q1	$21K	Buy	+145	New	+$21.6K	﹤0.01%	369

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

Baldwin Wealth Partners's CCI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,885 shares — an estimated $224K sold.

Baldwin Wealth Partners first reported a position in CCI in Q1 2020 and held it in 19 quarters. The position peaked at $224K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Baldwin Wealth Partners reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,885 Crown Castle shares in Q4 2024, an estimated $224K.
Baldwin Wealth Partners first reported a position in Crown Castle in Q1 2020 and held it in 19 quarters.
Baldwin Wealth Partners's Crown Castle position peaked at $224K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.