Kolinsky Wealth Management’s Crown Castle CCI Stock Holding History

Kolinsky 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	-2,247	Closed	-$267K	–	177
2024 Q3	$267K	Buy	+2,247	New	+$247K	0.17%	130
2023 Q2	–	Sell	-1,958	Closed	-$262K	–	140
2023 Q1	$262K	Buy	1,958 +44	+2%	+$6.08K	0.28%	92
2022 Q4	$260K	Sell	1,914 -138	-7%	-$18.7K	0.3%	92
2022 Q3	$297K	Buy	2,052 +6	+0.3%	+$1.03K	0.37%	62
2022 Q2	$345K	Buy	+2,046	New	+$372K	0.41%	53
2022 Q1	–	Sell	-1,812	Closed	-$378K	–	146
2021 Q4	$378K	Buy	+1,812	New	+$335K	0.35%	64

Other funds holding CCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Kolinsky Wealth Management sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 2,247 shares — an estimated $267K sold.

Kolinsky Wealth Management first reported a position in CCI in Q4 2021 and held it in 6 quarters. The position peaked at $378K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

Kolinsky Wealth Management reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
Kolinsky Wealth Management sold 2,247 Crown Castle shares in Q4 2024, an estimated $267K.
Kolinsky Wealth Management first reported a position in Crown Castle in Q4 2021 and held it in 6 quarters.
Kolinsky Wealth Management's Crown Castle position peaked at $378K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.