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Castle Wealth Management’s SBA Communications SBAC Stock Holding History

Castle 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
2022
Q4 		– Sell
-26
Closed -$7K – 523
2022
Q3 		$7K Hold
26
– – ﹤0.01% 469
2022
Q2 		$8K Buy
+26
New +$8.76K ﹤0.01% 440

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Wealth Management's SBAC Position: Q4 2022 in Review

Castle Wealth Management sold out of SBA Communications (SBAC) in Q4 2022, closing a stake of 26 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in SBAC in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

  • Castle Wealth Management reported no remaining SBA Communications position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 26 SBA Communications shares in Q4 2022, an estimated $7K.
  • Castle Wealth Management first reported a position in SBA Communications in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's SBA Communications position peaked at $8K in Q2 2022.
  • 692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.