Robertson Stephens Wealth Management’s Crown Castle CCI Stock Holding History

Robertson Stephens 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	-2,066	Closed	-$245K	–	575
2024 Q3	$245K	Buy	+2,066	New	+$228K	0.01%	558
2023 Q3	–	Sell	-2,155	Closed	-$246K	–	445
2023 Q2	$246K	Sell	2,155 -394	-15%	-$46.9K	0.02%	381
2023 Q1	$341K	Sell	2,549 -743	-23%	-$103K	0.03%	347
2022 Q4	$447K	Buy	3,292 +841	+34%	+$114K	0.04%	274
2022 Q3	$354K	Sell	2,451 -371	-13%	-$63.5K	0.04%	257
2022 Q2	$475K	Hold	2,822	–	–	0.04%	242
2022 Q1	$520K	Buy	2,822 +600	+27%	+$107K	0.04%	246
2021 Q4	$463K	Buy	2,222 +134	+6%	+$24.7K	0.04%	265
2021 Q3	$361K	Buy	2,088 +7	+0.3%	+$1.35K	0.04%	234
2021 Q2	$406K	Buy	2,081 +433	+26%	+$81.1K	0.05%	229
2021 Q1	$283K	Buy	1,648 +97	+6%	+$15.5K	0.05%	239
2020 Q4	$246K	Buy	1,551 +106	+7%	+$17.2K	0.05%	212
2020 Q3	$240K	Sell	1,445 -54	-4%	-$8.91K	0.06%	201
2020 Q2	$250K	Buy	+1,499	New	+$241K	0.07%	159

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Robertson Stephens Wealth Management's CCI Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,066 shares — an estimated $245K sold.

Robertson Stephens Wealth Management first reported a position in CCI in Q2 2020 and held it in 14 quarters. The position peaked at $520K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 2,066 Crown Castle shares in Q4 2024, an estimated $245K.
Robertson Stephens Wealth Management first reported a position in Crown Castle in Q2 2020 and held it in 14 quarters.
Robertson Stephens Wealth Management's Crown Castle position peaked at $520K in Q1 2022.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.