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B. Riley Wealth Advisors’s SBA Communications SBAC Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-1,246
Closed -$245K – 1414
2024
Q2 		$245K Sell
1,246
-535
-30% -$106K 0.01% 1126
2024
Q1 		$356K Buy
1,781
+252
+16% +$56.1K 0.01% 961
2023
Q4 		$388K Sell
1,529
-252
-14% -$56.6K 0.01% 942
2023
Q3 		$356K Sell
1,781
-54
-3% -$12K 0.01% 961
2023
Q2 		$425K Sell
1,835
-15
-0.8% -$3.59K 0.01% 942
2023
Q1 		$483K Sell
1,850
-67
-3% -$18.4K 0.01% 818
2022
Q4 		$537K Sell
1,917
-1,489
-44% -$414K 0.02% 756
2022
Q3 		$970K Buy
3,406
+1,070
+46% +$347K 0.03% 514
2022
Q2 		$748K Sell
2,336
-39
-2% -$13.1K 0.03% 505
2022
Q1 		$818K Sell
2,375
-434
-15% -$141K 0.03% 549
2021
Q4 		$1.09M Buy
2,809
+96
+4% +$33.7K 0.03% 502
2021
Q3 		$898K Buy
2,713
+279
+11% +$96.5K 0.03% 557
2021
Q2 		$776K Sell
2,434
-128
-5% -$38.4K 0.03% 600
2021
Q1 		$712K Sell
2,562
-123
-5% -$32.6K 0.03% 587
2020
Q4 		$758K Sell
2,685
-272
-9% -$79.8K 0.04% 401
2020
Q3 		$938K Buy
2,957
+98
+3% +$30K 0.05% 324
2020
Q2 		$853K Sell
2,859
-116
-4% -$34.2K 0.06% 310
2020
Q1 		$804K Buy
2,975
+533
+22% +$141K 0.07% 279
2019
Q4 		$589K Buy
2,442
+1,477
+153% +$350K 0.05% 376
2019
Q3 		$234K Buy
+965
New +$239K 0.02% 683
2015
Q1 		– Sell
-466
Closed -$52 – 1718
2014
Q4 		$52 Buy
+466
New +$52.4K ﹤0.01% 2072

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

B. Riley Wealth Advisors's SBAC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of SBA Communications (SBAC) in Q3 2024, closing a stake of 1,246 shares — an estimated $245K sold.

B. Riley Wealth Advisors first reported a position in SBAC in Q4 2014 and held it in 21 quarters. The position peaked at $1.09M in Q4 2021. 680 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining SBA Communications position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,246 SBA Communications shares in Q3 2024, an estimated $245K.
  • B. Riley Wealth Advisors first reported a position in SBA Communications in Q4 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's SBA Communications position peaked at $1.09M in Q4 2021.
  • 680 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.