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Mowery & Schoenfeld Wealth Management’s Crown Castle CCI Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-71
Closed -$6.44K – 477
2024
Q4 		$6.44K Buy
+71
New +$7.42K 0.01% 273

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CCI Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 71 shares — an estimated $6.44K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $6.44K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 71 Crown Castle shares in Q1 2025, an estimated $6.44K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Crown Castle position peaked at $6.44K in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.