Cassady Schiller Wealth Management’s Crown Castle CCI Stock Holding History

Cassady Schiller 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	$2.18K	Buy	+24	New	+$2.51K	﹤0.01%	555
2024 Q1	–	Sell	-75	Closed	-$8.64K	–	498
2023 Q4	$8.64K	Hold	75	–	–	﹤0.01%	331
2023 Q3	$6.9K	Hold	75	–	–	﹤0.01%	351
2023 Q2	$8.55K	Sell	75 -100	-57%	-$11.9K	﹤0.01%	350
2023 Q1	$23.4K	Sell	175 -12	-6%	-$1.66K	0.01%	262
2022 Q4	$25.4K	Buy	+187	New	+$25.3K	0.02%	251
2022 Q1	–	Sell	-185	Closed	-$39K	–	181
2021 Q4	$39K	Buy	+185	New	+$34.2K	0.02%	220

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

Cassady Schiller Wealth Management's CCI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Crown Castle (CCI) in Q4 2024: 24 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CCI as recently as Q4 2023.

Cassady Schiller Wealth Management first reported a position in CCI in Q4 2021 and has held it in 7 quarters since. The position peaked at $39K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Cassady Schiller Wealth Management held 24 shares of Crown Castle worth $2.18K as of Q4 2024.
Crown Castle was a new Cassady Schiller Wealth Management position in Q4 2024.
Crown Castle made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #555 holding.
Cassady Schiller Wealth Management first reported a position in Crown Castle in Q4 2021 and has held it in 7 quarters since.
Cassady Schiller Wealth Management's Crown Castle position peaked at $39K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.