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Gray Wealth Management’s Crown Castle CCI Stock Holding History

Gray 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 		$375K Sell
4,130
-56
-1% -$5.86K 0.14% 86
2024
Q3 		$497K Sell
4,186
-372
-8% -$41K 0.2% 71
2024
Q2 		$445K Buy
4,558
+61
+1% +$6.01K 0.19% 70
2024
Q1 		$476K Buy
4,497
+118
+3% +$12.8K 0.21% 65
2023
Q4 		$504K Buy
4,379
+127
+3% +$13K 0.25% 63
2023
Q3 		$391K Buy
4,252
+54
+1% +$5.59K 0.2% 71
2023
Q2 		$478K Sell
4,198
-72
-2% -$8.57K 0.24% 67
2023
Q1 		$571K Buy
4,270
+46
+1% +$6.36K 0.31% 61
2022
Q4 		$573K Sell
4,224
-17
-0.4% -$2.3K 0.33% 59
2022
Q3 		$613K Sell
4,241
-136
-3% -$23.3K 0.39% 51
2022
Q2 		$737K Sell
4,377
-94
-2% -$17.1K 0.45% 47
2022
Q1 		$825K Buy
4,471
+4
+0.1% +$712 0.43% 45
2021
Q4 		$932K Buy
4,467
+32
+0.7% +$5.91K 0.46% 40
2021
Q3 		$769K Buy
4,435
+30
+0.7% +$5.8K 0.43% 44
2021
Q2 		$860K Buy
4,405
+31
+0.7% +$5.8K 0.5% 39
2021
Q1 		$753K Buy
4,374
+36
+0.8% +$5.77K 0.48% 42
2020
Q4 		$693K Buy
4,338
+26
+0.6% +$4.22K 0.47% 39
2020
Q3 		$718K Buy
4,312
+32
+0.7% +$5.28K 0.56% 36
2020
Q2 		$714K Buy
4,280
+36
+0.8% +$5.8K 0.62% 37
2020
Q1 		$612K Buy
+4,244
New +$633K 0.67% 35

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

Gray Wealth Management's CCI Position: Q4 2024 in Review

Gray Wealth Management reduced its Crown Castle (CCI) stake by 1.3% in Q4 2024, selling an estimated $5.86K and leaving 4,130 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #86.

Gray Wealth Management first reported a position in CCI in Q1 2020 and has held it in 20 quarters since. The position peaked at $932K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Gray Wealth Management held 4,130 shares of Crown Castle worth $375K as of Q4 2024.
  • Gray Wealth Management sold 56 Crown Castle shares in Q4 2024, an estimated $5.86K.
  • Crown Castle made up 0.14% of Gray Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Gray Wealth Management first reported a position in Crown Castle in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Crown Castle position peaked at $932K in Q4 2021.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

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