CWA
SBAC icon

CM Wealth Advisors’s SBA Communications SBAC Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-1,787
Closed -$350K – 159
2024
Q1 		$350K Buy
+1,787
New +$397K 0.1% 119
2023
Q3 		– Sell
-1,094
Closed -$239K – 155
2023
Q2 		$239K Sell
1,094
-6,158
-85% -$1.47M 0.08% 136
2023
Q1 		$1.81M Buy
+7,252
New +$2M 0.35% 61

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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CM Wealth Advisors's SBAC Position: Q2 2024 in Review

CM Wealth Advisors sold out of SBA Communications (SBAC) in Q2 2024, closing a stake of 1,787 shares — an estimated $350K sold.

CM Wealth Advisors first reported a position in SBAC in Q1 2023 and held it in 3 quarters. The position peaked at $1.81M in Q1 2023. 640 funds tracked by Wall St. Rank hold SBAC as of Q2 2024.

  • CM Wealth Advisors reported no remaining SBA Communications position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,787 SBA Communications shares in Q2 2024, an estimated $350K.
  • CM Wealth Advisors first reported a position in SBA Communications in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's SBA Communications position peaked at $1.81M in Q1 2023.
  • 640 funds tracked by Wall St. Rank held SBA Communications as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.