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Keebeck Wealth Management’s Crown Castle CCI Stock Holding History

Keebeck Wealth 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
-6,873
Closed -$633K – 265
2023
Q3 		$633K Buy
6,873
+83
+1% +$8.6K 0.11% 148
2023
Q2 		$774K Buy
6,790
+977
+17% +$116K 0.11% 144
2023
Q1 		$778K Sell
5,813
-3,935
-40% -$544K 0.13% 129
2022
Q4 		$1.32M Sell
9,748
-726
-7% -$98.2K 0.23% 96
2022
Q3 		$1.51M Buy
10,474
+1,077
+11% +$184K 0.29% 79
2022
Q2 		$1.58M Buy
9,397
+1,541
+20% +$280K 0.3% 76
2022
Q1 		$1.45M Buy
7,856
+1,021
+15% +$182K 0.24% 98
2021
Q4 		$1.43M Buy
6,835
+460
+7% +$84.9K 0.25% 87
2021
Q3 		$1.1M Buy
6,375
+1,109
+21% +$214K 0.22% 98
2021
Q2 		$1.03M Buy
5,266
+1,019
+24% +$191K 0.15% 120
2021
Q1 		$731K Buy
4,247
+117
+3% +$18.7K 0.11% 133
2020
Q4 		$657K Buy
4,130
+288
+7% +$46.7K 0.11% 129
2020
Q3 		$639K Buy
3,842
+49
+1% +$8.09K 0.13% 117
2020
Q2 		$634K Buy
+3,793
New +$611K 0.2% 95
2020
Q1 		– Sell
-119
Closed -$16K – 167
2019
Q4 		$16K Buy
+119
New +$16.2K 0.01% 276

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Keebeck Wealth Management's CCI Position: Q4 2023 in Review

Keebeck Wealth Management sold out of Crown Castle (CCI) in Q4 2023, closing a stake of 6,873 shares — an estimated $633K sold.

Keebeck Wealth Management first reported a position in CCI in Q4 2019 and held it in 15 quarters. The position peaked at $1.58M in Q2 2022. 1,239 funds tracked by Wall St. Rank hold CCI as of Q4 2023.

  • Keebeck Wealth Management reported no remaining Crown Castle position as of Q4 2023 after selling out during the quarter.
  • Keebeck Wealth Management sold 6,873 Crown Castle shares in Q4 2023, an estimated $633K.
  • Keebeck Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 15 quarters.
  • Keebeck Wealth Management's Crown Castle position peaked at $1.58M in Q2 2022.
  • 1,239 funds tracked by Wall St. Rank held Crown Castle as of Q4 2023.

Based on Keebeck Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.