Baker Tilly Wealth Management’s SBA Communications SBAC Stock Holding History

Baker Tilly 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 Q4	–	Sell	-1,122	Closed	-$270K	–	250
2024 Q3	$270K	Buy	+1,122	New	+$249K	0.12%	194
2024 Q1	–	Sell	-859	Closed	-$218K	–	463
2023 Q4	$218K	Sell	859 -212	-20%	-$47.6K	0.04%	440
2023 Q3	$214K	Sell	1,071 -2,786	-72%	-$620K	0.04%	431
2023 Q2	$894K	Buy	3,857 +35	+0.9%	+$8.37K	0.09%	218
2023 Q1	$998K	Buy	3,822 +403	+12%	+$111K	0.11%	199
2022 Q4	$958K	Buy	3,419 +1,013	+42%	+$282K	0.12%	192
2022 Q3	$685K	Sell	2,406 -305	-11%	-$99K	0.09%	232
2022 Q2	$868K	Buy	2,711 +92	+4%	+$31K	0.11%	199
2022 Q1	$901K	Buy	2,619 +563	+27%	+$183K	0.1%	218
2021 Q4	$800K	Buy	2,056 +360	+21%	+$126K	0.09%	256
2021 Q3	$561K	Buy	1,696 +108	+7%	+$37.4K	0.07%	288
2021 Q2	$506K	Buy	1,588 +48	+3%	+$14.4K	0.08%	273
2021 Q1	$427K	Buy	+1,540	New	+$408K	0.09%	279

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Baker Tilly Wealth Management's SBAC Position: Q4 2024 in Review

Baker Tilly Wealth Management sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 1,122 shares — an estimated $270K sold.

Baker Tilly Wealth Management first reported a position in SBAC in Q1 2021 and held it in 13 quarters. The position peaked at $998K in Q1 2023. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

Baker Tilly Wealth Management reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,122 SBA Communications shares in Q4 2024, an estimated $270K.
Baker Tilly Wealth Management first reported a position in SBA Communications in Q1 2021 and held it in 13 quarters.
Baker Tilly Wealth Management's SBA Communications position peaked at $998K in Q1 2023.
666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.