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Bright Futures Wealth Management’s Crown Castle CCI Stock Holding History

Bright Futures Wealth Management’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
-2,299
Closed -$248K – 145
2024
Q3 		$248K Sell
2,299
-37
-2% -$4.08K 0.12% 190
2024
Q2 		$269K Hold
2,336
– – 0.15% 165
2024
Q1 		$228K Buy
+2,336
New +$254K 0.12% 181

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bright Futures Wealth Management's CCI Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,299 shares — an estimated $248K sold.

Bright Futures Wealth Management first reported a position in CCI in Q1 2024 and held it in 3 quarters. The position peaked at $269K in Q2 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,299 Crown Castle shares in Q4 2024, an estimated $248K.
  • Bright Futures Wealth Management first reported a position in Crown Castle in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Crown Castle position peaked at $269K in Q2 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.