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Provenance Wealth Advisors’s Crown Castle CCI Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-2,192
Closed -$228K – 441
2025
Q1 		$228K Buy
+2,192
New +$205K 0.03% 123
2024
Q2 		– Sell
-116
Closed -$12.3K – 516
2024
Q1 		$12.3K Hold
116
– – ﹤0.01% 309
2023
Q4 		$13.4K Buy
+116
New +$11.9K ﹤0.01% 289

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Provenance Wealth Advisors's CCI Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,192 shares — an estimated $228K sold.

Provenance Wealth Advisors first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $228K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 2,192 Crown Castle shares in Q2 2025, an estimated $228K.
  • Provenance Wealth Advisors first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
  • Provenance Wealth Advisors's Crown Castle position peaked at $228K in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.