Kiely Wealth Advisory Group’s Crown Castle CCI Stock Holding History

Kiely Wealth Advisory Group’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 Q4	$12.6K	Hold	141	–	–	0.01%	188
2024 Q3	$14.4K	Hold	141	–	–	0.01%	178
2024 Q2	$15.6K	Hold	141	–	–	0.01%	160
2024 Q1	$13.3K	Hold	141	–	–	0.01%	151
2023 Q4	$15.4K	Buy	+141	New	+$14.4K	0.01%	149

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kiely Wealth Advisory Group's CCI Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Crown Castle (CCI) position steady in Q4 2024 at 141 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #188.

Kiely Wealth Advisory Group first reported a position in CCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $15.6K in Q2 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Kiely Wealth Advisory Group held 141 shares of Crown Castle worth $12.6K as of Q4 2024.
Kiely Wealth Advisory Group left its Crown Castle share count unchanged in Q4 2024.
Crown Castle made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #188 holding.
Kiely Wealth Advisory Group first reported a position in Crown Castle in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Crown Castle position peaked at $15.6K in Q2 2024.
1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.