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Mascoma Wealth Management’s Crown Castle CCI Stock Holding History

Mascoma 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
Q2 		– Sell
-69
Closed -$7.19K – 471
2025
Q1 		$7.19K Hold
69
– – ﹤0.01% 364
2024
Q4 		$6.26K Buy
+69
New +$7.21K ﹤0.01% 384
2021
Q4 		– Sell
-8
Closed -$1K – 531
2021
Q3 		$1K Buy
+8
New +$1.55K ﹤0.01% 429
2021
Q2 		– Sell
-8
Closed -$1K – 159
2021
Q1 		$1K Buy
+8
New +$1.28K ﹤0.01% 424

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mascoma Wealth Management's CCI Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 69 shares — an estimated $7.19K sold.

Mascoma Wealth Management first reported a position in CCI in Q1 2021 and held it in 4 quarters. The position peaked at $7.19K in Q1 2025. 1,078 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 69 Crown Castle shares in Q2 2025, an estimated $7.19K.
  • Mascoma Wealth Management first reported a position in Crown Castle in Q1 2021 and held it in 4 quarters.
  • Mascoma Wealth Management's Crown Castle position peaked at $7.19K in Q1 2025.
  • 1,078 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.