CWC
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Carolinas Wealth Consulting’s Crown Castle CCI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-41
Closed -$4.27K – 136
2025
Q1 		$4.27K Sell
41
-8
-16% -$747 ﹤0.01% 637
2024
Q4 		$4.45K Sell
49
-32
-40% -$3.35K ﹤0.01% 662
2024
Q3 		$9.61K Buy
81
+5
+7% +$551 ﹤0.01% 563
2024
Q2 		$7.43K Sell
76
-118
-61% -$11.6K ﹤0.01% 603
2024
Q1 		$20.6K Buy
194
+5
+3% +$544 ﹤0.01% 480
2023
Q4 		$21.8K Sell
189
-21
-10% -$2.15K ﹤0.01% 431
2023
Q3 		$19.6K Sell
210
-105
-33% -$10.9K ﹤0.01% 437
2023
Q2 		$35.9K Sell
315
-210
-40% -$25K 0.01% 401
2023
Q1 		$70.2K Buy
525
+208
+66% +$28.8K 0.01% 310
2022
Q4 		$43K Buy
317
+85
+37% +$11.5K 0.01% 377
2022
Q3 		$34K Buy
232
+51
+28% +$8.73K 0.01% 377
2022
Q2 		$30K Hold
181
– – 0.01% 398
2022
Q1 		$33K Sell
181
-1,428
-89% -$254K 0.01% 409
2021
Q4 		$336K Buy
1,609
+36
+2% +$6.65K 0.07% 123
2021
Q3 		$272K Sell
1,573
-69
-4% -$13.3K 0.06% 125
2021
Q2 		$320K Sell
1,642
-297
-15% -$55.6K 0.07% 121
2021
Q1 		$334K Buy
1,939
+14
+0.7% +$2.24K 0.08% 113
2020
Q4 		$306K Sell
1,925
-166
-8% -$26.9K 0.08% 119
2020
Q3 		$348K Buy
2,091
+28
+1% +$4.62K 0.12% 79
2020
Q2 		$345K Buy
2,063
+65
+3% +$10.5K 0.14% 72
2020
Q1 		$288K Buy
+1,998
New +$298K 0.16% 72

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's CCI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 41 shares — an estimated $4.27K sold.

Carolinas Wealth Consulting first reported a position in CCI in Q1 2020 and held it in 21 quarters. The position peaked at $348K in Q3 2020. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 41 Crown Castle shares in Q2 2025, an estimated $4.27K.
  • Carolinas Wealth Consulting first reported a position in Crown Castle in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Crown Castle position peaked at $348K in Q3 2020.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.