Financial Gravity Asset Management’s SBA Communications SBAC Stock Holding History

Financial Gravity Asset 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 Q1	–	Hold	0	–	–	–	1594
2021 Q3	–	Hold	0	–	–	–	112
2020 Q2	–	Sell	-1	Closed	-$204	–	718
2020 Q1	$204	Sell	1 -1	-50%	-$264	﹤0.01%	723
2019 Q4	$241K	Sell	2 -12	-86%	-$2.85K	0.17%	83
2019 Q3	$3K	Buy	+14	New	+$3.46K	﹤0.01%	836

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's SBAC Position: Q1 2024 in Review

Financial Gravity Asset Management held its SBA Communications (SBAC) position steady in Q1 2024 at 0 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Financial Gravity Asset Management first reported a position in SBAC in Q3 2019 and has held it in 3 quarters since. The position peaked at $241K in Q4 2019. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

Financial Gravity Asset Management held 0 shares of SBA Communications worth $225 as of Q1 2024.
Financial Gravity Asset Management left its SBA Communications share count unchanged in Q1 2024.
SBA Communications made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1594 holding.
Financial Gravity Asset Management first reported a position in SBA Communications in Q3 2019 and has held it in 3 quarters since.
Financial Gravity Asset Management's SBA Communications position peaked at $241K in Q4 2019.
668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.