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Gerber Kawasaki Wealth & Investment Management’s Crown Castle CCI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-3,626
Closed -$334K – 268
2023
Q3 		$334K Sell
3,626
-7,902
-69% -$819K 0.02% 188
2023
Q2 		$1.31M Sell
11,528
-27,091
-70% -$3.22M 0.09% 115
2023
Q1 		$5.17M Sell
38,619
-6,637
-15% -$918K 0.41% 54
2022
Q4 		$6.14M Sell
45,256
-644
-1% -$87.1K 0.54% 49
2022
Q3 		$6.63M Sell
45,900
-33
-0.1% -$5.65K 0.62% 43
2022
Q2 		$7.73M Sell
45,933
-139
-0.3% -$25.3K 0.73% 38
2022
Q1 		$8.5M Sell
46,072
-3,791
-8% -$675K 0.69% 35
2021
Q4 		$10.4M Sell
49,863
-5,478
-10% -$1.01M 0.83% 34
2021
Q3 		$9.59M Buy
55,341
+3,509
+7% +$678K 1.24% 21
2021
Q2 		$10.1M Buy
51,832
+2,619
+5% +$490K 1.03% 30
2021
Q1 		$8.47M Sell
49,213
-254
-0.5% -$40.7K 1.02% 30
2020
Q4 		$7.87M Buy
49,467
+457
+0.9% +$74.1K 1.09% 29
2020
Q3 		$8.16M Buy
49,010
+1,517
+3% +$250K 1.74% 18
2020
Q2 		$7.95M Sell
47,493
-983
-2% -$158K 1.76% 17
2020
Q1 		$7M Buy
48,476
+5,174
+12% +$772K 1.99% 14
2019
Q4 		$6.15M Buy
43,302
+1,815
+4% +$248K 1.55% 20
2019
Q3 		$5.77M Sell
41,487
-179
-0.4% -$24.8K 1.65% 20
2019
Q2 		$5.43M Buy
41,666
+1,403
+3% +$180K 1.58% 22
2019
Q1 		$5.15M Buy
40,263
+3,601
+10% +$422K 1.53% 23
2018
Q4 		$3.98M Buy
36,662
+13,926
+61% +$1.53M 1.4% 26
2018
Q3 		$2.51M Buy
22,736
+10,216
+82% +$1.14M 0.68% 33
2018
Q2 		$1.35M Buy
12,520
+9,004
+256% +$935K 0.41% 43
2018
Q1 		$385K Buy
3,516
+755
+27% +$81.9K 0.12% 70
2017
Q4 		$306K Buy
2,761
+125
+5% +$13.5K 0.11% 88
2017
Q3 		$269K Sell
2,636
-5
-0.2% -$511 0.1% 94
2017
Q2 		$261K Hold
2,641
– – 0.1% 103
2017
Q1 		$247K Hold
2,641
– – 0.11% 103
2016
Q4 		$229K Sell
2,641
-703
-21% -$61.6K 0.12% 90
2016
Q3 		$315K Buy
3,344
+884
+36% +$85K 0.18% 79
2016
Q2 		$249K Buy
+2,460
New +$223K 0.16% 78

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CCI Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 3,626 shares — an estimated $334K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CCI in Q2 2016 and held it in 30 quarters. The position peaked at $10.4M in Q4 2021. 1,241 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,626 Crown Castle shares in Q4 2023, an estimated $334K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Crown Castle in Q2 2016 and held it in 30 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Crown Castle position peaked at $10.4M in Q4 2021.
  • 1,241 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.