BFS
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Bard Financial Services’s Crown Castle CCI Stock Holding History

Bard 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
2025
Q3 		$485K Sell
5,025
-300
-6% -$30.4K 0.05% 148
2025
Q2 		$547K Sell
5,325
-3,525
-40% -$357K 0.07% 143
2025
Q1 		$922K Sell
8,850
-730
-8% -$68.2K 0.11% 119
2024
Q4 		$869K Sell
9,580
-500
-5% -$52.3K 0.1% 116
2024
Q3 		$1.2M Buy
10,080
+620
+7% +$68.3K 0.14% 106
2024
Q2 		$924K Sell
9,460
-425
-4% -$41.9K 0.1% 122
2024
Q1 		$1.05M Buy
9,885
+1,570
+19% +$171K 0.11% 114
2023
Q4 		$958K Buy
8,315
+2,005
+32% +$205K 0.11% 120
2023
Q3 		$581K Buy
6,310
+1,675
+36% +$174K 0.07% 138
2023
Q2 		$528K Buy
4,635
+1,200
+35% +$143K 0.04% 212
2023
Q1 		$460K Hold
3,435
– – 0.04% 217
2022
Q4 		$466K Buy
3,435
+125
+4% +$16.9K 0.04% 208
2022
Q3 		$479K Hold
3,310
– – 0.04% 194
2022
Q2 		$557K Buy
3,310
+100
+3% +$18.2K 0.05% 188
2022
Q1 		$593K Buy
3,210
+625
+24% +$111K 0.05% 183
2021
Q4 		$540K Buy
2,585
+350
+16% +$64.6K 0.04% 184
2021
Q3 		$387K Hold
2,235
– – 0.03% 198
2021
Q2 		$436K Hold
2,235
– – 0.04% 196
2021
Q1 		$385K Buy
2,235
+500
+29% +$80.1K 0.04% 197
2020
Q4 		$276K Buy
+1,735
New +$281K 0.03% 212

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Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return