Xcel Wealth Management’s Crown Castle CCI Stock Holding History

Xcel 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 Q1	–	Sell	-2,400	Closed	-$276K	–	128
2023 Q4	$276K	Buy	2,400 +50	+2%	+$5.12K	0.1%	98
2023 Q3	$216K	Buy	2,350 +350	+18%	+$36.3K	0.09%	101
2023 Q2	$228K	Buy	+2,000	New	+$238K	0.07%	120
2022 Q3	–	Sell	-1,450	Closed	-$244K	–	123
2022 Q2	$244K	Sell	1,450 -10,858	-88%	-$1.98M	0.09%	111
2022 Q1	$2.27M	Buy	12,308 +2,596	+27%	+$462K	0.62%	50
2021 Q4	$2.03M	Sell	9,712 -21	-0.2%	-$3.88K	0.52%	54
2021 Q3	$1.69M	Hold	9,733	–	–	0.49%	55
2021 Q2	$1.9M	Hold	9,733	–	–	0.57%	49
2021 Q1	$1.68M	Buy	9,733 +5,358	+122%	+$858K	0.6%	44
2020 Q4	$696K	Buy	+4,375	New	+$710K	0.3%	66

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's CCI Position: Q1 2024 in Review

Xcel Wealth Management sold out of Crown Castle (CCI) in Q1 2024, closing a stake of 2,400 shares — an estimated $276K sold.

Xcel Wealth Management first reported a position in CCI in Q4 2020 and held it in 10 quarters. The position peaked at $2.27M in Q1 2022. 1,201 funds tracked by Wall St. Rank hold CCI as of Q1 2024.

Xcel Wealth Management reported no remaining Crown Castle position as of Q1 2024 after selling out during the quarter.
Xcel Wealth Management sold 2,400 Crown Castle shares in Q1 2024, an estimated $276K.
Xcel Wealth Management first reported a position in Crown Castle in Q4 2020 and held it in 10 quarters.
Xcel Wealth Management's Crown Castle position peaked at $2.27M in Q1 2022.
1,201 funds tracked by Wall St. Rank held Crown Castle as of Q1 2024.

Based on Xcel Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.