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Engrave Wealth Partners’s SBA Communications SBAC Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-37
Closed -$11K – 355
2020
Q2 		$11K Sell
37
-13
-26% -$3.84K 0.01% 240
2020
Q1 		$13K Sell
50
-83
-62% -$21.9K 0.02% 191
2019
Q4 		$32K Buy
+133
New +$31.5K 0.03% 169

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's SBAC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of SBA Communications (SBAC) in Q3 2020, closing a stake of 37 shares — an estimated $11K sold.

Engrave Wealth Partners first reported a position in SBAC in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 631 funds tracked by Wall St. Rank hold SBAC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining SBA Communications position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 37 SBA Communications shares in Q3 2020, an estimated $11K.
  • Engrave Wealth Partners first reported a position in SBA Communications in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's SBA Communications position peaked at $32K in Q4 2019.
  • 631 funds tracked by Wall St. Rank held SBA Communications as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.