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Marcum Wealth’s Crown Castle CCI Stock Holding History

Marcum Wealth’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
-1,844
Closed -$219K – 414
2024
Q3 		$219K Buy
+1,844
New +$203K 0.02% 347
2024
Q2 		– Sell
-2,296
Closed -$243K – 391
2024
Q1 		$243K Buy
2,296
+73
+3% +$7.94K 0.02% 307
2023
Q4 		$256K Sell
2,223
-1,320
-37% -$135K 0.03% 289
2023
Q3 		$326K Sell
3,543
-1,599
-31% -$166K 0.04% 231
2023
Q2 		$586K Buy
5,142
+310
+6% +$36.9K 0.07% 146
2023
Q1 		$647K Buy
4,832
+1,305
+37% +$180K 0.08% 141
2022
Q4 		$478K Sell
3,527
-1,091
-24% -$148K 0.06% 174
2022
Q3 		$668K Buy
4,618
+355
+8% +$60.8K 0.1% 128
2022
Q2 		$718K Sell
4,263
-125
-3% -$22.7K 0.11% 117
2022
Q1 		$810K Sell
4,388
-788
-15% -$140K 0.11% 117
2021
Q4 		$1.08M Buy
5,176
+293
+6% +$54.1K 0.15% 96
2021
Q3 		$846K Sell
4,883
-354
-7% -$68.4K 0.13% 109
2021
Q2 		$1.02M Sell
5,237
-260
-5% -$48.7K 0.17% 90
2021
Q1 		$946K Buy
5,497
+4,223
+331% +$676K 0.16% 99
2020
Q4 		$203K Buy
+1,274
New +$207K 0.05% 141

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

Marcum Wealth's CCI Position: Q4 2024 in Review

Marcum Wealth sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,844 shares — an estimated $219K sold.

Marcum Wealth first reported a position in CCI in Q4 2020 and held it in 15 quarters. The position peaked at $1.08M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Marcum Wealth reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 1,844 Crown Castle shares in Q4 2024, an estimated $219K.
  • Marcum Wealth first reported a position in Crown Castle in Q4 2020 and held it in 15 quarters.
  • Marcum Wealth's Crown Castle position peaked at $1.08M in Q4 2021.
  • 1,122 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

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