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Napa Wealth Management’s Crown Castle CCI Stock Holding History

Napa 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
-2,765
Closed -$328K – 183
2024
Q3 		$328K Buy
2,765
+122
+5% +$13.4K 0.16% 123
2024
Q2 		$258K Sell
2,643
-17
-0.6% -$1.67K 0.17% 90
2024
Q1 		$281K Buy
2,660
+3
+0.1% +$326 0.15% 54
2023
Q4 		$306K Buy
+2,657
New +$272K 0.17% 88

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

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

Napa Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,765 shares — an estimated $328K sold.

Napa Wealth Management first reported a position in CCI in Q4 2023 and held it in 4 quarters. The position peaked at $328K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Napa Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 2,765 Crown Castle shares in Q4 2024, an estimated $328K.
  • Napa Wealth Management first reported a position in Crown Castle in Q4 2023 and held it in 4 quarters.
  • Napa Wealth Management's Crown Castle position peaked at $328K in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.