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Perigon Wealth Management’s Crown Castle CCI Stock Holding History

Perigon 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
-2,087
Closed -$248K – 1051
2024
Q3 		$248K Buy
+2,087
New +$230K 0.01% 855
2024
Q2 		– Sell
-2,072
Closed -$219K – 874
2024
Q1 		$219K Sell
2,072
-482
-19% -$52.4K 0.01% 783
2023
Q4 		$294K Sell
2,554
-1,760
-41% -$180K 0.01% 663
2023
Q3 		$397K Sell
4,314
-892
-17% -$92.4K 0.02% 503
2023
Q2 		$593K Sell
5,206
-130
-2% -$15.5K 0.02% 416
2023
Q1 		$714K Sell
5,336
-580
-10% -$80.2K 0.04% 328
2022
Q4 		$802K Buy
5,916
+3,516
+147% +$475K 0.05% 308
2022
Q3 		$347K Buy
+2,400
New +$411K 0.03% 393
2022
Q1 		– Sell
-1,061
Closed -$221K – 613
2021
Q4 		$221K Buy
+1,061
New +$196K 0.02% 531
2021
Q1 		– Sell
-651
Closed -$104K – 577
2020
Q4 		$104K Buy
+651
New +$106K 0.01% 531
2017
Q4 		– Sell
-772
Closed -$77K – 612
2017
Q3 		$77K Sell
772
-2,345
-75% -$240K 0.03% 292
2017
Q2 		$312K Buy
3,117
+760
+32% +$74.7K 0.07% 203
2017
Q1 		$223K Buy
2,357
+1,585
+205% +$142K 0.05% 246
2016
Q4 		$71K Hold
772
– – 0.02% 321
2016
Q3 		$73K Hold
772
– – 0.02% 270
2016
Q2 		$78K Hold
772
– – 0.02% 250
2016
Q1 		$67K Buy
+772
New +$65.5K 0.02% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Perigon Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,087 shares — an estimated $248K sold.

Perigon Wealth Management first reported a position in CCI in Q1 2016 and held it in 17 quarters. The position peaked at $802K in Q4 2022. 1,124 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Perigon Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 2,087 Crown Castle shares in Q4 2024, an estimated $248K.
  • Perigon Wealth Management first reported a position in Crown Castle in Q1 2016 and held it in 17 quarters.
  • Perigon Wealth Management's Crown Castle position peaked at $802K in Q4 2022.
  • 1,124 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.