AWM
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AE Wealth Management’s SBA Communications SBAC Stock Holding History

AE 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
2024
Q1 		– Sell
-1,212
Closed -$276K – 1823
2023
Q4 		$276K Buy
1,212
+56
+5% +$12.6K ﹤0.01% 1750
2023
Q3 		$231K Buy
1,156
+37
+3% +$8.23K ﹤0.01% 1721
2023
Q2 		$259K Buy
1,119
+307
+38% +$73.4K ﹤0.01% 1656
2023
Q1 		$212K Buy
812
+46
+6% +$12.7K ﹤0.01% 1712
2022
Q4 		$215K Sell
766
-31
-4% -$8.63K ﹤0.01% 1647
2022
Q3 		$227K Buy
797
+46
+6% +$14.9K ﹤0.01% 1573
2022
Q2 		$240K Buy
751
+60
+9% +$20.2K ﹤0.01% 1528
2022
Q1 		$238K Sell
691
-342
-33% -$111K ﹤0.01% 1522
2021
Q4 		$402K Sell
1,033
-114
-10% -$40K ﹤0.01% 1344
2021
Q3 		$379K Buy
1,147
+268
+30% +$92.7K ﹤0.01% 1283
2021
Q2 		$280K Sell
879
-83
-9% -$24.9K ﹤0.01% 1367
2021
Q1 		$267K Sell
962
-39
-4% -$10.3K ﹤0.01% 1304
2020
Q4 		$283K Sell
1,001
-34
-3% -$9.98K ﹤0.01% 1165
2020
Q3 		$330K Sell
1,035
-8
-0.8% -$2.44K ﹤0.01% 1011
2020
Q2 		$311K Buy
1,043
+1
+0.1% +$295 ﹤0.01% 1007
2020
Q1 		$281K Buy
+1,042
New +$275K 0.01% 897

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's SBAC Position: Q1 2024 in Review

AE Wealth Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 1,212 shares — an estimated $276K sold.

AE Wealth Management first reported a position in SBAC in Q1 2020 and held it in 16 quarters. The position peaked at $402K in Q4 2021. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • AE Wealth Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,212 SBA Communications shares in Q1 2024, an estimated $276K.
  • AE Wealth Management first reported a position in SBA Communications in Q1 2020 and held it in 16 quarters.
  • AE Wealth Management's SBA Communications position peaked at $402K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.