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Geller Advisors’s Crown Castle CCI Stock Holding History

Geller 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
2023
Q3 		– Sell
-2,174
Closed -$248K – 250
2023
Q2 		$248K Buy
+2,174
New +$259K 0.03% 216
2022
Q3 		– Sell
-1,201
Closed -$202K – 135
2022
Q2 		$202K Hold
1,201
– – 0.04% 131
2022
Q1 		$222K Sell
1,201
-22
-2% -$3.92K 0.04% 148
2021
Q4 		$255K Buy
1,223
+7
+0.6% +$1.29K 0.05% 134
2021
Q3 		$211K Buy
+1,216
New +$235K 0.05% 149

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geller Advisors's CCI Position: Q3 2023 in Review

Geller Advisors sold out of Crown Castle (CCI) in Q3 2023, closing a stake of 2,174 shares — an estimated $248K sold.

Geller Advisors first reported a position in CCI in Q3 2021 and held it in 5 quarters. The position peaked at $255K in Q4 2021. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2023.

  • Geller Advisors reported no remaining Crown Castle position as of Q3 2023 after selling out during the quarter.
  • Geller Advisors sold 2,174 Crown Castle shares in Q3 2023, an estimated $248K.
  • Geller Advisors first reported a position in Crown Castle in Q3 2021 and held it in 5 quarters.
  • Geller Advisors's Crown Castle position peaked at $255K in Q4 2021.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2023.

Based on Geller Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.