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IBEX Wealth Advisors’s Crown Castle CCI Stock Holding History

IBEX 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
-30
Closed -$2.95K – 101
2024
Q2 		$2.95K Sell
30
-26,757
-100% -$2.64M ﹤0.01% 266
2024
Q1 		$3.63M Buy
+26,787
New +$2.91M 0.98% 37
2023
Q4 		– Sell
-24,631
Closed -$2.27M – 112
2023
Q3 		$2.27M Buy
+24,631
New +$2.55M 0.58% 55
2023
Q1 		$3.78M Buy
28,237
+1,450
+5% +$200K 0.98% 41
2022
Q4 		$3.63M Sell
26,787
-975
-4% -$132K 0.82% 39
2022
Q3 		$4.01M Sell
27,762
-428
-2% -$73.2K 1.04% 33
2022
Q2 		$4.75M Buy
28,190
+204
+0.7% +$37.1K 1.09% 33
2022
Q1 		$5.17M Buy
27,986
+807
+3% +$144K 0.99% 37
2021
Q4 		$5.67M Sell
27,179
-158
-0.6% -$29.2K 1% 31
2021
Q3 		$4.74M Buy
27,337
+438
+2% +$84.7K 0.91% 36
2021
Q2 		$5.25M Buy
26,899
+526
+2% +$98.5K 1.05% 29
2021
Q1 		$4.54M Buy
26,373
+1,374
+5% +$220K 1.12% 34
2020
Q4 		$3.98M Buy
24,999
+662
+3% +$107K 1.04% 40
2020
Q3 		$4.05M Sell
24,337
-1,715
-7% -$283K 1.18% 34
2020
Q2 		$4.36M Sell
26,052
-229
-0.9% -$36.9K 1.4% 23
2020
Q1 		$3.79M Buy
26,281
+854
+3% +$127K 1.48% 25
2019
Q4 		$3.61M Sell
25,427
-904
-3% -$123K 1.11% 32
2019
Q3 		$3.66M Buy
26,331
+234
+0.9% +$32.4K 1.21% 27
2019
Q2 		$3.4M Buy
26,097
+746
+3% +$95.9K 0.98% 32
2019
Q1 		$3.25M Buy
25,351
+2,387
+10% +$280K 1.14% 29
2018
Q4 		$2.5M Buy
22,964
+845
+4% +$92.8K 1.14% 31
2018
Q3 		$2.44M Buy
22,119
+17
+0.1% +$1.89K 0.87% 52
2018
Q2 		$2.4M Hold
22,102
– – 0.96% 48
2018
Q1 		$2.4M Buy
22,102
+2,580
+13% +$280K 0.98% 47
2017
Q4 		$2.12M Buy
19,522
+1,461
+8% +$158K 0.94% 45
2017
Q3 		$1.84M Buy
+18,061
New +$1.85M 0.68% 61
2017
Q1 		– Sell
-106
Closed -$9K – 120
2016
Q4 		$9K Buy
+106
New +$9.28K ﹤0.01% 294

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 30 shares — an estimated $2.95K sold.

IBEX Wealth Advisors first reported a position in CCI in Q4 2016 and held it in 27 quarters. The position peaked at $5.67M in Q4 2021. 1,158 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 30 Crown Castle shares in Q3 2024, an estimated $2.95K.
  • IBEX Wealth Advisors first reported a position in Crown Castle in Q4 2016 and held it in 27 quarters.
  • IBEX Wealth Advisors's Crown Castle position peaked at $5.67M in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.