Wealth Advisory Solutions’s Crown Castle CCI Stock Holding History

Wealth Advisory Solutions’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	-2,804	Closed	-$254K	–	139
2024 Q4	$254K	Sell	2,804 -14,369	-84%	-$1.5M	0.07%	111
2024 Q3	$2.04M	Sell	17,173 -1,034	-6%	-$114K	0.56%	43
2024 Q2	$1.78M	Buy	18,207 +3,223	+22%	+$317K	0.48%	46
2024 Q1	$1.59M	Buy	14,984 +4,951	+49%	+$539K	0.41%	54
2023 Q4	$1.16M	Sell	10,033 -6,433	-39%	-$659K	0.4%	42
2023 Q3	$1.52M	Buy	+16,466	New	+$1.71M	0.3%	55
2023 Q2	–	Sell	-13,607	Closed	-$1.82M	–	97
2023 Q1	$1.82M	Buy	13,607 +11,687	+609%	+$1.62M	0.48%	52
2022 Q4	$260K	Buy	+1,920	New	+$260K	0.07%	113
2022 Q2	–	Sell	-1,752	Closed	-$323K	–	148
2022 Q1	$323K	Buy	+1,752	New	+$312K	0.07%	116
2021 Q3	$263K	Sell	1,515 -5,431	-78%	-$1.05M	0.06%	146
2021 Q2	$1.35M	Buy	+6,946	New	+$1.3M	0.32%	79

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Advisory Solutions's CCI Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 2,804 shares — an estimated $254K sold.

Wealth Advisory Solutions first reported a position in CCI in Q2 2021 and held it in 11 quarters. The position peaked at $2.04M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Wealth Advisory Solutions reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 2,804 Crown Castle shares in Q1 2025, an estimated $254K.
Wealth Advisory Solutions first reported a position in Crown Castle in Q2 2021 and held it in 11 quarters.
Wealth Advisory Solutions's Crown Castle position peaked at $2.04M in Q3 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.