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Kelly Financial Services’s Crown Castle CCI Stock Holding History

Kelly Financial Services’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
-321
Closed -$31.3K – 213
2024
Q2 		$31.3K Buy
321
+115
+56% +$11.3K 0.01% 279
2024
Q1 		$21.8K Buy
206
+2
+1% +$218 0.01% 314
2023
Q4 		$23.5K Buy
204
+54
+36% +$5.53K 0.01% 287
2023
Q3 		$13.8K Buy
150
+8
+6% +$829 0.01% 326
2023
Q2 		$16.2K Buy
142
+92
+184% +$10.9K 0.01% 301
2023
Q1 		$6.64K Buy
50
+36
+257% +$4.98K ﹤0.01% 393
2022
Q4 		$1.9K Hold
14
– – ﹤0.01% 512
2022
Q3 		$2.02K Buy
14
+6
+75% +$1.03K ﹤0.01% 504
2022
Q2 		$1.35K Hold
8
– – ﹤0.01% 533
2022
Q1 		$1.48K Sell
8
-5
-38% -$890 ﹤0.01% 551
2021
Q4 		$2.71K Hold
13
– – ﹤0.01% 508
2021
Q3 		$2.25K Sell
13
-1,548
-99% -$299K ﹤0.01% 500
2021
Q2 		$8K Buy
1,561
+1,553
+19,413% +$291K ﹤0.01% 596
2021
Q1 		$1.38K Hold
8
– – ﹤0.01% 533
2020
Q4 		$1.27K Sell
8
-16
-67% -$2.6K ﹤0.01% 499
2020
Q3 		$4K Hold
24
– – ﹤0.01% 361
2020
Q2 		$4.02K Buy
+24
New +$3.87K ﹤0.01% 363

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's CCI Position: Q3 2024 in Review

Kelly Financial Services sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 321 shares — an estimated $31.3K sold.

Kelly Financial Services first reported a position in CCI in Q2 2020 and held it in 17 quarters. The position peaked at $31.3K in Q2 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Kelly Financial Services reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 321 Crown Castle shares in Q3 2024, an estimated $31.3K.
  • Kelly Financial Services first reported a position in Crown Castle in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's Crown Castle position peaked at $31.3K in Q2 2024.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.