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Kingsview Wealth Management’s Crown Castle CCI Stock Holding History

Kingsview 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
2024
Q4 		– Sell
-1,833
Closed -$217K – 1117
2024
Q3 		$217K Buy
+1,833
New +$202K ﹤0.01% 1010
2024
Q2 		– Sell
-2,131
Closed -$226K – 1043
2024
Q1 		$226K Sell
2,131
-319
-13% -$34.7K 0.01% 924
2023
Q4 		$282K Sell
2,450
-490
-17% -$50.2K 0.01% 788
2023
Q3 		$271K Sell
2,940
-27,452
-90% -$2.84M 0.01% 787
2023
Q2 		$3.46M Sell
30,392
-2,677
-8% -$319K 0.14% 161
2023
Q1 		$4.43M Buy
33,069
+302
+0.9% +$41.7K 0.19% 119
2022
Q4 		$4.44M Sell
32,767
-741
-2% -$100K 0.19% 131
2022
Q3 		$4.84M Buy
33,508
+1
+0% +$171 0.23% 102
2022
Q2 		$5.64M Buy
33,507
+3,379
+11% +$615K 0.27% 93
2022
Q1 		$5.56M Sell
30,128
-116
-0.4% -$20.6K 0.24% 97
2021
Q4 		$6.31M Buy
30,244
+71
+0.2% +$13.1K 0.26% 87
2021
Q3 		$5.23M Sell
30,173
-37
-0.1% -$7.15K 0.25% 89
2021
Q2 		$5.88M Buy
30,210
+195
+0.6% +$36.5K 0.29% 73
2021
Q1 		$5.24M Buy
30,015
+945
+3% +$151K 0.3% 74
2020
Q4 		$4.63M Sell
29,070
-879
-3% -$143K 0.34% 69
2020
Q3 		$4.99M Sell
29,949
-150
-0.5% -$24.8K 0.45% 55
2020
Q2 		$5.04M Sell
30,099
-620
-2% -$99.9K 0.5% 42
2020
Q1 		$4.44M Buy
30,719
+2,177
+8% +$325K 0.6% 38
2019
Q4 		$4.06M Buy
28,542
+650
+2% +$88.7K 0.51% 56
2019
Q3 		$3.88M Buy
27,892
+1,014
+4% +$140K 0.61% 43
2019
Q2 		$3.5M Buy
26,878
+142
+0.5% +$18.3K 0.59% 47
2019
Q1 		$3.42M Buy
26,736
+91
+0.3% +$10.7K 0.52% 49
2018
Q4 		$2.89M Buy
26,645
+2
+0% +$220 0.63% 43
2018
Q3 		$2.97M Buy
26,643
+3,955
+17% +$440K 0.6% 46
2018
Q2 		$2.45M Hold
22,688
– – 0.58% 50
2018
Q1 		$2.49M Buy
+22,688
New +$2.46M 0.62% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Kingsview Wealth Management's CCI Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 1,833 shares — an estimated $217K sold.

Kingsview Wealth Management first reported a position in CCI in Q1 2018 and held it in 26 quarters. The position peaked at $6.31M in Q4 2021. 1,125 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,833 Crown Castle shares in Q4 2024, an estimated $217K.
  • Kingsview Wealth Management first reported a position in Crown Castle in Q1 2018 and held it in 26 quarters.
  • Kingsview Wealth Management's Crown Castle position peaked at $6.31M in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.