Focused Wealth Management’s SBA Communications SBAC Stock Holding History

Focused Wealth 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	–	Sell	-4	Closed	-$1.04K	–	814
2023 Q4	$1.04K	Hold	4	–	–	﹤0.01%	850
2023 Q3	$818	Hold	4	–	–	﹤0.01%	867
2023 Q2	$947	Hold	4	–	–	﹤0.01%	891
2023 Q1	$1.06K	Hold	4	–	–	﹤0.01%	863
2022 Q4	$1.14K	Hold	4	–	–	﹤0.01%	855
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	889
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	865
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	923
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	825
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	930
2021 Q2	$1K	Buy	+4	New	+$1.2K	﹤0.01%	887
2014 Q2	–	Sell	-85	Closed	-$8K	–	691
2014 Q1	$8K	Hold	85	–	–	0.01%	430
2013 Q4	$8K	Buy	+85	New	+$7.3K	0.01%	428

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

Focused Wealth Management's SBAC Position: Q1 2024 in Review

Focused Wealth Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 4 shares — an estimated $1.04K sold.

Focused Wealth Management first reported a position in SBAC in Q4 2013 and held it in 13 quarters. The position peaked at $8K in Q1 2014. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

Focused Wealth Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 4 SBA Communications shares in Q1 2024, an estimated $1.04K.
Focused Wealth Management first reported a position in SBA Communications in Q4 2013 and held it in 13 quarters.
Focused Wealth Management's SBA Communications position peaked at $8K in Q1 2014.
668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.