Cary Street Partners Investment Advisory’s SBA Communications SBAC Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-37	Closed	-$7.41K	–	1593
2023 Q3	$7.41K	Buy	37 +18	+95%	+$4K	﹤0.01%	1371
2023 Q2	$4.4K	Sell	19 -15	-44%	-$3.59K	﹤0.01%	1445
2023 Q1	$8.88K	Hold	34	–	–	﹤0.01%	1180
2022 Q4	$9.53K	Buy	+34	New	+$9.46K	﹤0.01%	1167
2020 Q4	–	Sell	-5	Closed	-$2K	–	763
2020 Q3	$2K	Buy	+5	New	+$1.53K	﹤0.01%	923

Other funds holding SBAC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $344B AUM 42.99% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's SBAC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of SBA Communications (SBAC) in Q4 2023, closing a stake of 37 shares — an estimated $7.41K sold.

Cary Street Partners Investment Advisory first reported a position in SBAC in Q3 2020 and held it in 5 quarters. The position peaked at $9.53K in Q4 2022. 703 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining SBA Communications position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 37 SBA Communications shares in Q4 2023, an estimated $7.41K.
Cary Street Partners Investment Advisory first reported a position in SBA Communications in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's SBA Communications position peaked at $9.53K in Q4 2022.
703 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.