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Valued Wealth Advisors’s Crown Castle CCI Stock Holding History

Valued 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
Q1 		– Sell
-8
Closed -$727 – 656
2024
Q4 		$727 Hold
8
– – ﹤0.01% 513
2024
Q3 		$950 Sell
8
-4
-33% -$441 ﹤0.01% 460
2024
Q2 		$1.2K Sell
12
-5
-29% -$492 ﹤0.01% 422
2024
Q1 		$1.83K Hold
17
– – ﹤0.01% 370
2023
Q4 		$1.54K Buy
+17
New +$1.74K ﹤0.01% 333

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

Valued Wealth Advisors's CCI Position: Q1 2025 in Review

Valued Wealth Advisors sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 8 shares — an estimated $727 sold.

Valued Wealth Advisors first reported a position in CCI in Q4 2023 and held it in 5 quarters. The position peaked at $1.83K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 8 Crown Castle shares in Q1 2025, an estimated $727.
  • Valued Wealth Advisors first reported a position in Crown Castle in Q4 2023 and held it in 5 quarters.
  • Valued Wealth Advisors's Crown Castle position peaked at $1.83K in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Valued Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.