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Financial Synergies Wealth Advisors’s SBA Communications SBAC Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-1
Closed -$281 – 547
2023
Q4 		$281 Buy
+1
New +$225 ﹤0.01% 426
2023
Q1 		– Sell
-1
Closed -$281 – 510
2022
Q4 		$281 Hold
1
– – ﹤0.01% 426
2022
Q3 		$285 Hold
1
– – ﹤0.01% 424
2022
Q2 		$321 Buy
+1
New +$337 ﹤0.01% 435

Other funds holding SBAC

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's SBAC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 1 share — an estimated $281 sold.

Financial Synergies Wealth Advisors first reported a position in SBAC in Q2 2022 and held it in 4 quarters. The position peaked at $321 in Q2 2022. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1 SBA Communications share in Q1 2024, an estimated $281.
  • Financial Synergies Wealth Advisors first reported a position in SBA Communications in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's SBA Communications position peaked at $321 in Q2 2022.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.