Avior Wealth Management’s SBA Communications SBAC Stock Holding History

Avior 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
2025 Q1	–	Sell	-19	Closed	-$3.87K	–	2022
2024 Q4	$3.87K	Buy	19 +1	+6%	+$225	﹤0.01%	1949
2024 Q3	$4.33K	Buy	18 +3	+20%	+$665	﹤0.01%	1825
2024 Q2	$2.94K	Sell	15 -264	-95%	-$52.2K	﹤0.01%	1870
2024 Q1	$60.5K	Buy	279 +275	+6,875%	+$61.2K	﹤0.01%	1163
2023 Q4	$1.01K	Hold	4	–	–	﹤0.01%	1375
2023 Q3	$800	Hold	4	–	–	﹤0.01%	1458
2023 Q2	$927	Hold	4	–	–	﹤0.01%	1420
2023 Q1	$1.04K	Hold	4	–	–	﹤0.01%	1456
2022 Q4	$1.12K	Hold	4	–	–	﹤0.01%	1113
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1104
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1021
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	1057
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1048
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1021
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	995
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	976
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	944
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	892
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	866
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	744
2019 Q4	$0	Hold	4	–	–	﹤0.01%	851
2019 Q3	$0	Hold	4	–	–	﹤0.01%	857
2019 Q2	$1K	Buy	+4	New	+$844	﹤0.01%	810
2019 Q1	–	Sell	-1,113	Closed	-$180K	–	705
2018 Q4	$180K	Hold	1,113	–	–	0.04%	331
2018 Q3	$179K	Buy	1,113 +73	+7%	+$11.6K	0.04%	370
2018 Q2	$172K	Sell	1,040 -12	-1%	-$1.94K	0.04%	360
2018 Q1	$180K	Sell	1,052 -324	-24%	-$53.7K	0.04%	342
2017 Q4	$225K	Buy	+1,376	New	+$219K	0.05%	299

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avior Wealth Management's SBAC Position: Q1 2025 in Review

Avior Wealth Management sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 19 shares — an estimated $3.87K sold.

Avior Wealth Management first reported a position in SBAC in Q4 2017 and held it in 28 quarters. The position peaked at $225K in Q4 2017. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

Avior Wealth Management reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 19 SBA Communications shares in Q1 2025, an estimated $3.87K.
Avior Wealth Management first reported a position in SBA Communications in Q4 2017 and held it in 28 quarters.
Avior Wealth Management's SBA Communications position peaked at $225K in Q4 2017.
691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.