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Wingate Wealth Advisors’s Crown Castle CCI Stock Holding History

Wingate Wealth Advisors’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
-250
Closed -$22.7K – 150
2024
Q4 		$22.7K Buy
+250
New +$26.1K 0.02% 274

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Wingate Wealth Advisors's CCI Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 250 shares — an estimated $22.7K sold.

Wingate Wealth Advisors first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 250 Crown Castle shares in Q1 2025, an estimated $22.7K.
  • Wingate Wealth Advisors first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Crown Castle position peaked at $22.7K in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.