Meridian Wealth Management’s Crown Castle CCI Stock Holding History

Meridian 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	-2,282	Closed	-$271K	–	631
2024 Q3	$271K	Sell	2,282 -1,064	-32%	-$117K	0.01%	544
2024 Q2	$327K	Buy	+3,346	New	+$330K	0.04%	226
2024 Q1	–	Sell	-13,891	Closed	-$1.6M	–	235
2023 Q4	$1.6M	Buy	+13,891	New	+$1.42M	0.1%	190
2021 Q1	–	Sell	-2,258	Closed	-$359K	–	364
2020 Q4	$359K	Buy	+2,258	New	+$366K	0.06%	240
2020 Q1	–	Sell	-3,762	Closed	-$534K	–	208
2019 Q4	$534K	Buy	3,762 +726	+24%	+$99K	0.26%	79
2019 Q3	$422K	Buy	+3,036	New	+$420K	0.2%	105

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

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

Meridian Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,282 shares — an estimated $271K sold.

Meridian Wealth Management first reported a position in CCI in Q3 2019 and held it in 6 quarters. The position peaked at $1.6M in Q4 2023. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Meridian Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 2,282 Crown Castle shares in Q4 2024, an estimated $271K.
Meridian Wealth Management first reported a position in Crown Castle in Q3 2019 and held it in 6 quarters.
Meridian Wealth Management's Crown Castle position peaked at $1.6M in Q4 2023.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.