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Curi Wealth Management’s SBA Communications SBAC Stock Holding History

Curi 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
Q3 		– Sell
-76
Closed -$24K – 597
2022
Q2 		$24K Hold
76
– – ﹤0.01% 286
2022
Q1 		$26K Sell
76
-3
-4% -$973 ﹤0.01% 263
2021
Q4 		$30K Buy
+79
New +$27.7K 0.01% 213
2021
Q1 		– Sell
-6
Closed -$1K – 409
2020
Q4 		$1K Buy
+6
New +$1.76K ﹤0.01% 371

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Curi Wealth Management's SBAC Position: Q3 2022 in Review

Curi Wealth Management sold out of SBA Communications (SBAC) in Q3 2022, closing a stake of 76 shares — an estimated $24K sold.

Curi Wealth Management first reported a position in SBAC in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 658 funds tracked by Wall St. Rank hold SBAC as of Q3 2022.

  • Curi Wealth Management reported no remaining SBA Communications position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 76 SBA Communications shares in Q3 2022, an estimated $24K.
  • Curi Wealth Management first reported a position in SBA Communications in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's SBA Communications position peaked at $30K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held SBA Communications as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.