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BBJS Financial Advisors’s Crown Castle CCI Stock Holding History

BBJS Financial 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
2024
Q3 		$946K Buy
7,976
+30
+0.4% +$3.3K 0.34% 28
2024
Q2 		$776K Sell
7,946
-4,377
-36% -$431K 0.29% 28
2024
Q1 		$1.3M Buy
12,323
+3,325
+37% +$362K 0.47% 27
2023
Q4 		$1.04M Sell
8,998
-842
-9% -$86.2K 0.36% 29
2023
Q3 		$906K Buy
9,840
+1,728
+21% +$179K 0.34% 30
2023
Q2 		$924K Buy
8,112
+3,288
+68% +$391K 0.37% 30
2023
Q1 		$646K Buy
+4,824
New +$667K 0.26% 37

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

BBJS Financial Advisors's CCI Position: Q3 2024 in Review

BBJS Financial Advisors increased its Crown Castle (CCI) stake by 0.38% in Q3 2024, buying an estimated $3.3K and bringing the position to 7,976 shares worth $946K. The position accounts for 0.34% of the portfolio, ranked #28.

BBJS Financial Advisors first reported a position in CCI in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • BBJS Financial Advisors held 7,976 shares of Crown Castle worth $946K as of Q3 2024.
  • BBJS Financial Advisors bought 30 Crown Castle shares in Q3 2024, an estimated $3.3K.
  • Crown Castle made up 0.34% of BBJS Financial Advisors's portfolio in Q3 2024, its #28 holding.
  • BBJS Financial Advisors first reported a position in Crown Castle in Q1 2023 and has held it in 7 quarters since.
  • BBJS Financial Advisors's Crown Castle position peaked at $1.3M in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.