BerganKDV Wealth Management’s SBA Communications SBAC Stock Holding History

BerganKDV 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 Q2	–	Sell	-19	Closed	-$5.01K	–	1043
2023 Q1	$5.01K	Hold	19	–	–	﹤0.01%	690
2022 Q4	$5.37K	Buy	19 +3	+19%	+$835	﹤0.01%	664
2022 Q3	$5K	Sell	16 -59	-79%	-$19.1K	﹤0.01%	689
2022 Q2	$24K	Hold	75	–	–	﹤0.01%	477
2022 Q1	$26K	Hold	75	–	–	﹤0.01%	485
2021 Q4	$29K	Hold	75	–	–	﹤0.01%	490
2021 Q3	$25K	Hold	75	–	–	﹤0.01%	494
2021 Q2	$24K	Hold	75	–	–	﹤0.01%	497
2021 Q1	$21K	Sell	75 -6	-7%	-$1.59K	﹤0.01%	481
2020 Q4	$23K	Buy	81 +59	+268%	+$17.3K	﹤0.01%	453
2020 Q3	$7K	Hold	22	–	–	﹤0.01%	553
2020 Q2	$7K	Sell	22 -36	-62%	-$10.6K	﹤0.01%	590
2020 Q1	$16K	Buy	58 +6	+12%	+$1.58K	﹤0.01%	445
2019 Q4	$13K	Buy	+52	New	+$12.3K	﹤0.01%	503

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BerganKDV Wealth Management's SBAC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of SBA Communications (SBAC) in Q2 2023, closing a stake of 19 shares — an estimated $5.01K sold.

BerganKDV Wealth Management first reported a position in SBAC in Q4 2019 and held it in 14 quarters. The position peaked at $29K in Q4 2021. 670 funds tracked by Wall St. Rank hold SBAC as of Q2 2023.

BerganKDV Wealth Management reported no remaining SBA Communications position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 19 SBA Communications shares in Q2 2023, an estimated $5.01K.
BerganKDV Wealth Management first reported a position in SBA Communications in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's SBA Communications position peaked at $29K in Q4 2021.
670 funds tracked by Wall St. Rank held SBA Communications as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.