Western Pacific Wealth Management’s Crown Castle CCI Stock Holding History

Western Pacific 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
2024 Q4	–	Sell	-165	Closed	-$19.6K	–	220
2024 Q3	$19.6K	Buy	+165	New	+$18.2K	0.01%	194
2023 Q2	–	Sell	-258	Closed	-$34.5K	–	284
2023 Q1	$34.5K	Hold	258	–	–	0.03%	164
2022 Q4	$35K	Hold	258	–	–	0.03%	154
2022 Q3	$37K	Hold	258	–	–	0.04%	124
2022 Q2	$43K	Hold	258	–	–	0.04%	80
2022 Q1	$47K	Hold	258	–	–	0.03%	96
2021 Q4	$53K	Buy	+258	New	+$47.6K	0.03%	105

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

Western Pacific Wealth Management's CCI Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 165 shares — an estimated $19.6K sold.

Western Pacific Wealth Management first reported a position in CCI in Q4 2021 and held it in 7 quarters. The position peaked at $53K in Q4 2021. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Western Pacific Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 165 Crown Castle shares in Q4 2024, an estimated $19.6K.
Western Pacific Wealth Management first reported a position in Crown Castle in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's Crown Castle position peaked at $53K in Q4 2021.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.