Heirloom Wealth Management’s Crown Castle CCI Stock Holding History

Heirloom 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	–	Sell	-1,757	Closed	-$208K	–	44
2024 Q3	$208K	Sell	1,757 -1,261	-42%	-$139K	0.07%	45
2024 Q2	$295K	Sell	3,018 -1,966	-39%	-$194K	0.1%	40
2024 Q1	$527K	Sell	4,984 -105	-2%	-$11.4K	0.18%	32
2023 Q4	$586K	Sell	5,089 -104	-2%	-$10.7K	0.23%	33
2023 Q3	$478K	Hold	5,193	–	–	0.21%	36
2023 Q2	$592K	Hold	5,193	–	–	0.26%	34
2023 Q1	$695K	Sell	5,193 -218	-4%	-$30.1K	0.33%	30
2022 Q4	$734K	Buy	+5,411	New	+$732K	0.46%	28

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

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

Heirloom Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,757 shares — an estimated $208K sold.

Heirloom Wealth Management first reported a position in CCI in Q4 2022 and held it in 8 quarters. The position peaked at $734K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Heirloom Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Heirloom Wealth Management sold 1,757 Crown Castle shares in Q4 2024, an estimated $208K.
Heirloom Wealth Management first reported a position in Crown Castle in Q4 2022 and held it in 8 quarters.
Heirloom Wealth Management's Crown Castle position peaked at $734K in Q4 2022.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.