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Angeles Wealth Management’s SBA Communications SBAC Stock Holding History

Angeles 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
-790
Closed -$221K – 221
2022
Q4 		$221K Sell
790
-782
-50% -$218K 0.04% 160
2022
Q3 		$447K Sell
1,572
-1,538
-49% -$499K 0.09% 97
2022
Q2 		$995K Buy
+3,110
New +$1.05M 0.2% 59

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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

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

Angeles Wealth Management sold out of SBA Communications (SBAC) in Q1 2023, closing a stake of 790 shares — an estimated $221K sold.

Angeles Wealth Management first reported a position in SBAC in Q2 2022 and held it in 3 quarters. The position peaked at $995K in Q2 2022. 689 funds tracked by Wall St. Rank hold SBAC as of Q1 2023.

  • Angeles Wealth Management reported no remaining SBA Communications position as of Q1 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 790 SBA Communications shares in Q1 2023, an estimated $221K.
  • Angeles Wealth Management first reported a position in SBA Communications in Q2 2022 and held it in 3 quarters.
  • Angeles Wealth Management's SBA Communications position peaked at $995K in Q2 2022.
  • 689 funds tracked by Wall St. Rank held SBA Communications as of Q1 2023.

Based on Angeles Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.