TrinityPoint Wealth’s Crown Castle CCI Stock Holding History

TrinityPoint Wealth’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	-2,149	Closed	-$255K	–	340
2024 Q3	$255K	Buy	+2,149	New	+$237K	0.04%	286

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

TrinityPoint Wealth's CCI Position: Q4 2024 in Review

TrinityPoint Wealth sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,149 shares — an estimated $255K sold.

TrinityPoint Wealth first reported a position in CCI in Q3 2024 and held it in 1 quarter. The position peaked at $255K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

TrinityPoint Wealth reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
TrinityPoint Wealth sold 2,149 Crown Castle shares in Q4 2024, an estimated $255K.
TrinityPoint Wealth first reported a position in Crown Castle in Q3 2024 and held it in 1 quarter.
TrinityPoint Wealth's Crown Castle position peaked at $255K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.