Wedmont Private Capital’s Crown Castle CCI Stock Holding History

Wedmont Private Capital’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	-2,269	Closed	-$252K	–	706
2024 Q3	$252K	Buy	2,269 +164	+8%	+$18.1K	0.01%	562
2024 Q2	$218K	Buy	+2,105	New	+$207K	0.01%	590
2022 Q3	–	Sell	-1,276	Closed	-$215K	–	374
2022 Q2	$215K	Buy	1,276 +211	+20%	+$38.4K	0.05%	306
2022 Q1	$201K	Buy	+1,065	New	+$190K	0.04%	316

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

Wedmont Private Capital's CCI Position: Q4 2024 in Review

Wedmont Private Capital sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,269 shares — an estimated $252K sold.

Wedmont Private Capital first reported a position in CCI in Q1 2022 and held it in 4 quarters. The position peaked at $252K in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Wedmont Private Capital reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Wedmont Private Capital sold 2,269 Crown Castle shares in Q4 2024, an estimated $252K.
Wedmont Private Capital first reported a position in Crown Castle in Q1 2022 and held it in 4 quarters.
Wedmont Private Capital's Crown Castle position peaked at $252K in Q3 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Wedmont Private Capital's 13F filing for Q4 2024, filed 13 Jan 2025.