EWA
SBAC icon

Exencial Wealth Advisors’s SBA Communications SBAC Stock Holding History

Exencial 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
2020
Q2 		– Sell
-954
Closed -$258K – 326
2020
Q1 		$258K Buy
+954
New +$252K 0.05% 205

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Exencial Wealth Advisors's SBAC Position: Q2 2020 in Review

Exencial Wealth Advisors sold out of SBA Communications (SBAC) in Q2 2020, closing a stake of 954 shares — an estimated $258K sold.

Exencial Wealth Advisors first reported a position in SBAC in Q1 2020 and held it in 1 quarter. The position peaked at $258K in Q1 2020. 649 funds tracked by Wall St. Rank hold SBAC as of Q2 2020.

  • Exencial Wealth Advisors reported no remaining SBA Communications position as of Q2 2020 after selling out during the quarter.
  • Exencial Wealth Advisors sold 954 SBA Communications shares in Q2 2020, an estimated $258K.
  • Exencial Wealth Advisors first reported a position in SBA Communications in Q1 2020 and held it in 1 quarter.
  • Exencial Wealth Advisors's SBA Communications position peaked at $258K in Q1 2020.
  • 649 funds tracked by Wall St. Rank held SBA Communications as of Q2 2020.

Based on Exencial Wealth Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.