Wood Tarver Financial Group’s Crown Castle CCI Stock Holding History

Wood Tarver Financial Group’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	-4	Closed	–	–	716
2024 Q4	$0	Buy	+4	New	+$418	﹤0.01%	614

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

Wood Tarver Financial Group's CCI Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 4 shares.

Wood Tarver Financial Group first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

Wood Tarver Financial Group reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 4 Crown Castle shares in Q1 2025.
Wood Tarver Financial Group first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
Wood Tarver Financial Group's Crown Castle position peaked at $0 in Q4 2024.
1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.