EW
SBAC icon

Evoke Wealth’s SBA Communications SBAC Stock Holding History

Evoke 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
2022
Q4 		– Sell
-28
Closed -$8K – 993
2022
Q3 		$8K Hold
28
– – ﹤0.01% 800
2022
Q2 		$9K Sell
28
-4
-13% -$1.35K ﹤0.01% 790
2022
Q1 		$11K Buy
32
+16
+100% +$5.19K ﹤0.01% 755
2021
Q4 		$6K Buy
16
+1
+7% +$351 ﹤0.01% 875
2021
Q3 		$4K Hold
15
– – ﹤0.01% 908
2021
Q2 		$5K Sell
15
-16
-52% -$4.8K ﹤0.01% 894
2021
Q1 		$9K Buy
31
+16
+107% +$4.24K ﹤0.01% 711
2020
Q4 		$4K Hold
15
– – ﹤0.01% 784
2020
Q3 		$5K Hold
15
– – ﹤0.01% 681
2020
Q2 		$4K Sell
15
-3
-17% -$886 ﹤0.01% 746
2020
Q1 		$4.86K Sell
18
-3
-14% -$792 ﹤0.01% 612
2019
Q4 		$5.06K Buy
21
+4
+24% +$948 ﹤0.01% 906
2019
Q3 		$4.1K Buy
+17
New +$4.21K ﹤0.01% 1053

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

Evoke Wealth's SBAC Position: Q4 2022 in Review

Evoke Wealth sold out of SBA Communications (SBAC) in Q4 2022, closing a stake of 28 shares — an estimated $8K sold.

Evoke Wealth first reported a position in SBAC in Q3 2019 and held it in 13 quarters. The position peaked at $11K in Q1 2022. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

  • Evoke Wealth reported no remaining SBA Communications position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 28 SBA Communications shares in Q4 2022, an estimated $8K.
  • Evoke Wealth first reported a position in SBA Communications in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's SBA Communications position peaked at $11K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.