CWM
KEEL

CCG Wealth Management’s Keel Infrastructure Corp KEEL Stock Holding History

CCG Wealth Management’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,624
Closed -$47.7K – 70
2024
Q3 		$47.7K Hold
22,624
– – 0.03% 70
2024
Q2 		$58.1K Hold
22,624
– – 0.03% 68
2024
Q1 		$50.5K Buy
+22,624
New +$58.8K 0.03% 70

Other funds holding KEEL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG Wealth Management's KEEL Position: Q4 2024 in Review

CCG Wealth Management sold out of Keel Infrastructure Corp (KEEL) in Q4 2024, closing a stake of 22,624 shares — an estimated $47.7K sold.

CCG Wealth Management first reported a position in KEEL in Q1 2024 and held it in 3 quarters. The position peaked at $58.1K in Q2 2024. 148 funds tracked by Wall St. Rank hold KEEL as of Q4 2024.

  • CCG Wealth Management reported no remaining Keel Infrastructure Corp position as of Q4 2024 after selling out during the quarter.
  • CCG Wealth Management sold 22,624 Keel Infrastructure Corp shares in Q4 2024, an estimated $47.7K.
  • CCG Wealth Management first reported a position in Keel Infrastructure Corp in Q1 2024 and held it in 3 quarters.
  • CCG Wealth Management's Keel Infrastructure Corp position peaked at $58.1K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q4 2024.

Based on CCG Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.