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Pathway Financial Advisers’s Crown Castle CCI Stock Holding History

Pathway Financial Advisers’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
-74
Closed -$6.72K – 195
2024
Q4 		$6.72K Sell
74
-26,736
-100% -$2.8M ﹤0.01% 382
2024
Q3 		$226 Buy
26,810
+22,941
+593% +$2.53M ﹤0.01% 398
2024
Q2 		$376K Buy
3,869
+91
+2% +$8.96K 0.13% 134
2024
Q1 		$400K Buy
3,778
+140
+4% +$15.2K 0.14% 132
2023
Q4 		$419K Buy
3,638
+102
+3% +$10.4K 0.16% 127
2023
Q3 		$325K Buy
+3,536
New +$366K 0.13% 136
2023
Q1 		$348K Buy
2,603
+295
+13% +$40.8K 0.14% 132
2022
Q4 		$313K Buy
+2,308
New +$312K 0.13% 136

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

Pathway Financial Advisers's CCI Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 74 shares — an estimated $6.72K sold.

Pathway Financial Advisers first reported a position in CCI in Q4 2022 and held it in 8 quarters. The position peaked at $419K in Q4 2023. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 74 Crown Castle shares in Q1 2025, an estimated $6.72K.
  • Pathway Financial Advisers first reported a position in Crown Castle in Q4 2022 and held it in 8 quarters.
  • Pathway Financial Advisers's Crown Castle position peaked at $419K in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.