Delos Wealth Advisors’s Crown Castle CCI Stock Holding History

Delos Wealth 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	–	Sell	-21	Closed	-$2.05K	–	220
2024 Q2	$2.05K	Hold	21	–	–	﹤0.01%	207
2024 Q1	$2.22K	Buy	+21	New	+$2.28K	﹤0.01%	206
2022 Q1	–	Sell	-34	Closed	-$7K	–	282
2021 Q4	$7K	Buy	+34	New	+$6.28K	0.01%	255

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delos Wealth Advisors's CCI Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 21 shares — an estimated $2.05K sold.

Delos Wealth Advisors first reported a position in CCI in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

Delos Wealth Advisors reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 21 Crown Castle shares in Q3 2024, an estimated $2.05K.
Delos Wealth Advisors first reported a position in Crown Castle in Q4 2021 and held it in 3 quarters.
Delos Wealth Advisors's Crown Castle position peaked at $7K in Q4 2021.
1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.