Core Wealth Partners’s Crown Castle CCI Stock Holding History

Core 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	-2,029	Closed	-$241K	–	168
2024 Q3	$241K	Buy	+2,029	New	+$223K	0.15%	143

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

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

Core Wealth Partners sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,029 shares — an estimated $241K sold.

Core Wealth Partners first reported a position in CCI in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Core Wealth Partners reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Core Wealth Partners sold 2,029 Crown Castle shares in Q4 2024, an estimated $241K.
Core Wealth Partners first reported a position in Crown Castle in Q3 2024 and held it in 1 quarter.
Core Wealth Partners's Crown Castle position peaked at $241K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Core Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.