AFS
CCI icon

Annapolis Financial Services’s Crown Castle CCI Stock Holding History

Annapolis Financial Services’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
Q3 		$431 Buy
+4
New +$441 ﹤0.01% 406
2023
Q1 		– Sell
-1
Closed -$136 – 454
2022
Q4 		$136 Hold
1
– – ﹤0.01% 426
2022
Q3 		$0 Hold
1
– – ﹤0.01% 510
2022
Q2 		$0 Buy
+1
New +$182 ﹤0.01% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's CCI Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Crown Castle (CCI) in Q3 2024: 4 shares worth $431. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in CCI as recently as Q4 2022.

Annapolis Financial Services first reported a position in CCI in Q2 2022 and has held it in 4 quarters since. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Annapolis Financial Services held 4 shares of Crown Castle worth $431 as of Q3 2024.
  • Crown Castle was a new Annapolis Financial Services position in Q3 2024.
  • Crown Castle made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #406 holding.
  • Annapolis Financial Services first reported a position in Crown Castle in Q2 2022 and has held it in 4 quarters since.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.