KWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return