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Venturi Wealth Management’s Crown Castle CCI Stock Holding History

Venturi 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
2025
Q1 		– Sell
-1,323
Closed -$120K – 770
2024
Q4 		$120K Buy
1,323
+1,283
+3,208% +$134K 0.01% 697
2024
Q3 		$4.7K Sell
40
-87
-69% -$9.58K ﹤0.01% 1442
2024
Q2 		$12.4K Sell
127
-3,056
-96% -$301K ﹤0.01% 1060
2024
Q1 		$337K Buy
3,183
+3,159
+13,163% +$344K 0.02% 303
2023
Q4 		$2.72K Sell
24
-17
-41% -$1.74K ﹤0.01% 1143
2023
Q3 		$3.74K Buy
41
+12
+41% +$1.24K ﹤0.01% 1049
2023
Q2 		$3.27K Sell
29
-34
-54% -$4.05K ﹤0.01% 825
2023
Q1 		$8.38K Buy
+63
New +$8.71K ﹤0.01% 746
2020
Q4 		– Sell
-3,694
Closed -$645K – 311
2020
Q3 		$645K Buy
3,694
+242
+7% +$39.9K 0.08% 174
2020
Q2 		$578K Buy
3,452
+1,030
+43% +$166K 0.08% 172
2020
Q1 		$350K Sell
2,422
-452
-16% -$67.4K 0.06% 156
2019
Q4 		$409K Sell
2,874
-100
-3% -$13.6K 0.05% 168
2019
Q3 		$413K Sell
2,974
-1,126
-27% -$156K 0.05% 154
2019
Q2 		$534K Sell
4,100
-622
-13% -$80K 0.07% 140
2019
Q1 		$598K Sell
4,722
-1,728
-27% -$203K 0.08% 130
2018
Q4 		$687K Buy
+6,450
New +$709K 0.11% 118

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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