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Accel Wealth Management’s SBA Communications SBAC Stock Holding History

Accel Wealth Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17
Closed -$4.44K – 722
2023
Q1 		$4.44K Hold
17
– – ﹤0.01% 1029
2022
Q4 		$4.77K Hold
17
– – ﹤0.01% 818
2022
Q3 		$5K Hold
17
– – ﹤0.01% 847
2022
Q2 		$5K Buy
17
+2
+13% +$674 ﹤0.01% 812
2022
Q1 		$5K Hold
15
– – ﹤0.01% 811
2021
Q4 		$6K Hold
15
– – ﹤0.01% 793
2021
Q3 		$5K Hold
15
– – ﹤0.01% 744
2021
Q2 		$5K Hold
15
– – ﹤0.01% 801
2021
Q1 		$4K Hold
15
– – ﹤0.01% 783
2020
Q4 		$4K Buy
+15
New +$4.4K ﹤0.01% 737

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accel Wealth Management's SBAC Position: Q2 2023 in Review

Accel Wealth Management sold out of SBA Communications (SBAC) in Q2 2023, closing a stake of 17 shares — an estimated $4.44K sold.

Accel Wealth Management first reported a position in SBAC in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 670 funds tracked by Wall St. Rank hold SBAC as of Q2 2023.

  • Accel Wealth Management reported no remaining SBA Communications position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 17 SBA Communications shares in Q2 2023, an estimated $4.44K.
  • Accel Wealth Management first reported a position in SBA Communications in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's SBA Communications position peaked at $6K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held SBA Communications as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.