CWM
CCI icon

Centricity Wealth Management’s Crown Castle CCI Stock Holding History

Centricity 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
2025
Q1 		– Sell
-131
Closed -$11.9K – 453
2024
Q4 		$11.9K Buy
+131
New +$13.7K 0.01% 307

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centricity Wealth Management's CCI Position: Q1 2025 in Review

Centricity Wealth Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 131 shares — an estimated $11.9K sold.

Centricity Wealth Management first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $11.9K in Q4 2024. 1,106 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Centricity Wealth Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 131 Crown Castle shares in Q1 2025, an estimated $11.9K.
  • Centricity Wealth Management first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's Crown Castle position peaked at $11.9K in Q4 2024.
  • 1,106 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.