Central Valley Advisors’s Crown Castle CCI Stock Holding History

Central Valley 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 Q4	–	Sell	-1,863	Closed	-$221K	–	139
2024 Q3	$221K	Hold	1,863	–	–	0.12%	123
2024 Q2	$427K	Buy	+1,863	New	+$183K	0.18%	77
2024 Q1	–	Sell	-1,863	Closed	-$215K	–	160
2023 Q4	$215K	Buy	+1,863	New	+$191K	0.13%	130

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

Central Valley Advisors's CCI Position: Q4 2024 in Review

Central Valley Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,863 shares — an estimated $221K sold.

Central Valley Advisors first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $427K in Q2 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Central Valley Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Central Valley Advisors sold 1,863 Crown Castle shares in Q4 2024, an estimated $221K.
Central Valley Advisors first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
Central Valley Advisors's Crown Castle position peaked at $427K in Q2 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Central Valley Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.