AWM
SBAC icon

Accurate Wealth Management’s SBA Communications SBAC Stock Holding History

Accurate 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
Q1 		– Sell
-34
Closed -$9.99K – 1191
2022
Q4 		$9.99K Buy
+34
New +$9.46K ﹤0.01% 861
2022
Q2 		– Sell
-4,354
Closed -$1.5M – 191
2022
Q1 		$1.5M Buy
+4,354
New +$1.41M 0.67% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's SBAC Position: Q1 2023 in Review

Accurate Wealth Management sold out of SBA Communications (SBAC) in Q1 2023, closing a stake of 34 shares — an estimated $9.99K sold.

Accurate Wealth Management first reported a position in SBAC in Q1 2022 and held it in 2 quarters. The position peaked at $1.5M in Q1 2022. 689 funds tracked by Wall St. Rank hold SBAC as of Q1 2023.

  • Accurate Wealth Management reported no remaining SBA Communications position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 34 SBA Communications shares in Q1 2023, an estimated $9.99K.
  • Accurate Wealth Management first reported a position in SBA Communications in Q1 2022 and held it in 2 quarters.
  • Accurate Wealth Management's SBA Communications position peaked at $1.5M in Q1 2022.
  • 689 funds tracked by Wall St. Rank held SBA Communications as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.