Baystate Wealth Management’s SBA Communications SBAC Stock Holding History

Baystate 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 Q4	$14.5K	Hold	56	–	–	﹤0.01%	641
2023 Q3	$11.4K	Hold	56	–	–	﹤0.01%	557
2023 Q2	$13.1K	Hold	56	–	–	﹤0.01%	525
2023 Q1	$14.7K	Hold	56	–	–	﹤0.01%	499
2022 Q4	$16K	Hold	56	–	–	﹤0.01%	499
2022 Q3	$16K	Buy	56 +1	+2%	+$325	﹤0.01%	465
2022 Q2	$18K	Hold	55	–	–	﹤0.01%	466
2022 Q1	$19K	Hold	55	–	–	﹤0.01%	475
2021 Q4	$22K	Hold	55	–	–	﹤0.01%	456
2021 Q3	$18K	Hold	55	–	–	﹤0.01%	448
2021 Q2	$18K	Hold	55	–	–	﹤0.01%	435
2021 Q1	$15K	Hold	55	–	–	﹤0.01%	428
2020 Q4	$16K	Hold	55	–	–	﹤0.01%	378
2020 Q3	$18K	Hold	55	–	–	﹤0.01%	330
2020 Q2	$16K	Buy	+55	New	+$16.2K	﹤0.01%	331
2019 Q4	–	Sell	-5	Closed	-$1K	–	654
2019 Q3	$1K	Buy	+5	New	+$1.24K	﹤0.01%	549

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Baystate Wealth Management's SBAC Position: Q4 2023 in Review

Baystate Wealth Management held its SBA Communications (SBAC) position steady in Q4 2023 at 56 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Baystate Wealth Management first reported a position in SBAC in Q3 2019 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 702 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

Baystate Wealth Management held 56 shares of SBA Communications worth $14.5K as of Q4 2023.
Baystate Wealth Management left its SBA Communications share count unchanged in Q4 2023.
SBA Communications made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #641 holding.
Baystate Wealth Management first reported a position in SBA Communications in Q3 2019 and has held it in 16 quarters since.
Baystate Wealth Management's SBA Communications position peaked at $22K in Q4 2021.
702 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.