Seed Wealth Management’s Crown Castle CCI Stock Holding History

Seed 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	-2,060	Closed	-$244K	–	152
2024 Q3	$244K	Buy	+2,060	New	+$227K	0.2%	134
2024 Q2	–	Sell	-2,365	Closed	-$247K	–	152
2024 Q1	$247K	Sell	2,365 -75	-3%	-$8.16K	0.24%	114
2023 Q4	$285K	Buy	+2,440	New	+$250K	0.29%	90
2023 Q3	–	Sell	-1,800	Closed	-$205K	–	138
2023 Q2	$205K	Buy	+1,800	New	+$214K	0.22%	133

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

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

Seed Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,060 shares — an estimated $244K sold.

Seed Wealth Management first reported a position in CCI in Q2 2023 and held it in 4 quarters. The position peaked at $285K in Q4 2023. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Seed Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Seed Wealth Management sold 2,060 Crown Castle shares in Q4 2024, an estimated $244K.
Seed Wealth Management first reported a position in Crown Castle in Q2 2023 and held it in 4 quarters.
Seed Wealth Management's Crown Castle position peaked at $285K in Q4 2023.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Seed Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.