Wealth Quarterback’s Crown Castle CCI Stock Holding History

Wealth Quarterback’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	-2,999	Closed	-$356K	–	120
2024 Q3	$356K	Buy	+2,999	New	+$330K	0.19%	85
2021 Q3	$69K	Sell	398 -2	-0.5%	-$387	0.05%	190
2021 Q2	$79K	Buy	+400	New	+$74.9K	0.05%	193
2020 Q2	–	Sell	-448	Closed	-$64.7K	–	207
2020 Q1	$64.7K	Sell	448 -34,260	-99%	-$5.11M	0.06%	193
2019 Q4	$39K	Buy	+34,708	New	+$4.73M	0.03%	267

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

Wealth Quarterback's CCI Position: Q4 2024 in Review

Wealth Quarterback sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,999 shares — an estimated $356K sold.

Wealth Quarterback first reported a position in CCI in Q4 2019 and held it in 5 quarters. The position peaked at $356K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Wealth Quarterback reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Wealth Quarterback sold 2,999 Crown Castle shares in Q4 2024, an estimated $356K.
Wealth Quarterback first reported a position in Crown Castle in Q4 2019 and held it in 5 quarters.
Wealth Quarterback's Crown Castle position peaked at $356K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.