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Peterson Wealth Services’s Crown Castle CCI Stock Holding History

Peterson Wealth Services’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
-35
Closed -$3.17K – 207
2024
Q4 		$3.17K Buy
35
+12
+52% +$1.25K ﹤0.01% 201
2024
Q3 		$2.77K Buy
+23
New +$2.53K ﹤0.01% 206
2023
Q3 		– Sell
-6,820
Closed -$777K – 67
2023
Q2 		$777K Buy
+6,820
New +$812K 0.37% 63
2022
Q4 		– Sell
-4,121
Closed -$596K – 90
2022
Q3 		$596K Buy
4,121
+1,105
+37% +$189K 0.42% 62
2022
Q2 		$508K Buy
3,016
+502
+20% +$91.3K 0.37% 56
2022
Q1 		$464K Buy
+2,514
New +$448K 0.29% 62

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

Peterson Wealth Services's CCI Position: Q1 2025 in Review

Peterson Wealth Services sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 35 shares — an estimated $3.17K sold.

Peterson Wealth Services first reported a position in CCI in Q1 2022 and held it in 6 quarters. The position peaked at $777K in Q2 2023. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Peterson Wealth Services reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 35 Crown Castle shares in Q1 2025, an estimated $3.17K.
  • Peterson Wealth Services first reported a position in Crown Castle in Q1 2022 and held it in 6 quarters.
  • Peterson Wealth Services's Crown Castle position peaked at $777K in Q2 2023.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Peterson Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.