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Financial Advocates Investment Management’s SBA Communications SBAC Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-1,013
Closed -$244K – 808
2024
Q3 		$244K Buy
+1,013
New +$225K 0.01% 664
2024
Q2 		– Sell
-1,314
Closed -$285K – 815
2024
Q1 		$285K Sell
1,314
-37
-3% -$8.23K 0.02% 610
2023
Q4 		$343K Buy
1,351
+3
+0.2% +$674 0.02% 511
2023
Q3 		$270K Hold
1,348
– – 0.02% 557
2023
Q2 		$312K Sell
1,348
-95
-7% -$22.7K 0.02% 511
2023
Q1 		$377K Buy
1,443
+1
+0.1% +$275 0.03% 490
2022
Q4 		$404K Buy
1,442
+123
+9% +$34.2K 0.03% 488
2022
Q3 		$376K Sell
1,319
-38
-3% -$12.3K 0.03% 488
2022
Q2 		$434K Sell
1,357
-17
-1% -$5.73K 0.04% 422
2022
Q1 		$473K Sell
1,374
-7
-0.5% -$2.27K 0.03% 454
2021
Q4 		$537K Buy
1,381
+1
+0.1% +$351 0.03% 470
2021
Q3 		$456K Sell
1,380
-29
-2% -$10K 0.03% 492
2021
Q2 		$449K Buy
1,409
+6
+0.4% +$1.8K 0.03% 499
2021
Q1 		$389K Sell
1,403
-265
-16% -$70.2K 0.03% 539
2020
Q4 		$471K Buy
1,668
+2
+0.1% +$587 0.03% 462
2020
Q3 		$531K Buy
1,666
+59
+4% +$18K 0.05% 369
2020
Q2 		$479K Buy
1,607
+68
+4% +$20.1K 0.05% 365
2020
Q1 		$415K Buy
1,539
+6
+0.4% +$1.58K 0.06% 303
2019
Q4 		$369K Buy
1,533
+57
+4% +$13.5K 0.04% 366
2019
Q3 		$356K Buy
1,476
+111
+8% +$27.5K 0.04% 352
2019
Q2 		$307K Hold
1,365
– – 0.04% 367
2019
Q1 		$273K Buy
1,365
+43
+3% +$7.79K 0.03% 378
2018
Q4 		$214K Buy
1,322
+39
+3% +$6.35K 0.03% 396
2018
Q3 		$206K Buy
1,283
+8
+0.6% +$1.27K 0.02% 476
2018
Q2 		$210K Buy
1,275
+48
+4% +$7.75K 0.03% 454
2018
Q1 		$210K Sell
1,227
-550
-31% -$91.2K 0.03% 451
2017
Q4 		$290K Buy
+1,777
New +$282K 0.04% 366

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Advocates Investment Management's SBAC Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 1,013 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in SBAC in Q4 2017 and held it in 27 quarters. The position peaked at $537K in Q4 2021. 667 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,013 SBA Communications shares in Q4 2024, an estimated $244K.
  • Financial Advocates Investment Management first reported a position in SBA Communications in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's SBA Communications position peaked at $537K in Q4 2021.
  • 667 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.