WR Wealth Planners’s Crown Castle CCI Stock Holding History

WR Wealth Planners’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	$3.63K	Sell	40 -43	-52%	-$4.5K	﹤0.01%	752
2024 Q3	$9.85K	Buy	83 +10	+14%	+$1.1K	﹤0.01%	632
2024 Q2	$7.13K	Sell	73 -46	-39%	-$4.53K	﹤0.01%	658
2024 Q1	$12.6K	Buy	+119	New	+$12.9K	﹤0.01%	553
2023 Q4	–	Sell	-48	Closed	-$4.42K	–	281
2023 Q3	$4.42K	Hold	48	–	–	﹤0.01%	692
2023 Q2	$5.47K	Sell	48 -109	-69%	-$13K	﹤0.01%	668
2023 Q1	$21K	Buy	157 +109	+227%	+$15.1K	0.01%	419
2022 Q4	$6.51K	Hold	48	–	–	﹤0.01%	307
2022 Q3	$6.94K	Hold	48	–	–	﹤0.01%	289
2022 Q2	$8.08K	Hold	48	–	–	0.01%	304
2022 Q1	$8.86K	Buy	+48	New	+$8.54K	0.01%	314

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

WR Wealth Planners's CCI Position: Q4 2024 in Review

WR Wealth Planners reduced its Crown Castle (CCI) stake by 52% in Q4 2024, selling an estimated $4.5K and leaving 40 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

WR Wealth Planners first reported a position in CCI in Q1 2022 and has held it in 11 quarters since. The position peaked at $21K in Q1 2023. 1,122 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

WR Wealth Planners held 40 shares of Crown Castle worth $3.63K as of Q4 2024.
WR Wealth Planners sold 43 Crown Castle shares in Q4 2024, an estimated $4.5K.
Crown Castle made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #752 holding.
WR Wealth Planners first reported a position in Crown Castle in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Crown Castle position peaked at $21K in Q1 2023.
1,122 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.