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Atria Wealth Solutions’s SBA Communications SBAC Stock Holding History

Atria Wealth Solutions’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
-3,179
Closed -$807K – 2051
2023
Q4 		$807K Buy
3,179
+1,072
+51% +$241K 0.01% 964
2023
Q3 		$422K Buy
+2,107
New +$469K 0.01% 1216
2023
Q2 		– Sell
-1,110
Closed -$290K – 1975
2023
Q1 		$290K Sell
1,110
-42
-4% -$11.6K ﹤0.01% 1441
2022
Q4 		$323K Buy
1,152
+222
+24% +$61.8K 0.01% 1319
2022
Q3 		$265K Buy
930
+6
+0.6% +$1.95K ﹤0.01% 1375
2022
Q2 		$296K Buy
924
+41
+5% +$13.8K 0.01% 1220
2022
Q1 		$304K Buy
+883
New +$286K 0.01% 1312

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SBAC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 3,179 shares — an estimated $807K sold.

Atria Wealth Solutions first reported a position in SBAC in Q1 2022 and held it in 7 quarters. The position peaked at $807K in Q4 2023. 669 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Atria Wealth Solutions reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,179 SBA Communications shares in Q1 2024, an estimated $807K.
  • Atria Wealth Solutions first reported a position in SBA Communications in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's SBA Communications position peaked at $807K in Q4 2023.
  • 669 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.