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CreativeOne Wealth’s SBA Communications SBAC Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-957
Closed -$243K – 893
2023
Q4 		$243K Sell
957
-54
-5% -$12.1K 0.02% 563
2023
Q3 		$202K Buy
+1,011
New +$225K 0.01% 540
2023
Q1 		– Sell
-725
Closed -$203K – 832
2022
Q4 		$203K Buy
+725
New +$202K 0.01% 695

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's SBAC Position: Q1 2024 in Review

CreativeOne Wealth sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 957 shares — an estimated $243K sold.

CreativeOne Wealth first reported a position in SBAC in Q4 2022 and held it in 3 quarters. The position peaked at $243K in Q4 2023. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • CreativeOne Wealth reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 957 SBA Communications shares in Q1 2024, an estimated $243K.
  • CreativeOne Wealth first reported a position in SBA Communications in Q4 2022 and held it in 3 quarters.
  • CreativeOne Wealth's SBA Communications position peaked at $243K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on CreativeOne Wealth's 13F filing for Q1 2024, filed 14 May 2024.