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Cassady Schiller Wealth Management’s SBA Communications SBAC Stock Holding History

Cassady Schiller 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 		$1.43K Buy
+7
New +$1.58K ﹤0.01% 685
2022
Q1 		– Sell
-3
Closed -$1K – 500
2021
Q4 		$1K Buy
+3
New +$1.05K ﹤0.01% 499

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Cassady Schiller Wealth Management's SBAC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in SBA Communications (SBAC) in Q4 2024: 7 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SBAC as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in SBAC in Q4 2021 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of SBA Communications worth $1.43K as of Q4 2024.
  • SBA Communications was a new Cassady Schiller Wealth Management position in Q4 2024.
  • SBA Communications made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #685 holding.
  • Cassady Schiller Wealth Management first reported a position in SBA Communications in Q4 2021 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.