Fortis Advisors’s SBA Communications SBAC Stock Holding History

Fortis 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
2023 Q2	–	Sell	-500	Closed	-$131K	–	215
2023 Q1	$131K	Hold	500	–	–	0.09%	103
2022 Q4	$140K	Hold	500	–	–	0.11%	95
2022 Q3	$142K	Hold	500	–	–	0.1%	101
2022 Q2	$160K	Hold	500	–	–	0.11%	101
2022 Q1	$172K	Hold	500	–	–	0.09%	112
2021 Q4	$195K	Hold	500	–	–	0.11%	98
2021 Q3	$165K	Hold	500	–	–	0.1%	103
2021 Q2	$159K	Hold	500	–	–	0.09%	111
2021 Q1	$139K	Hold	500	–	–	0.1%	90
2020 Q4	$141K	Hold	500	–	–	0.12%	68
2020 Q3	$159K	Sell	500 -100	-17%	-$30.6K	0.15%	55
2020 Q2	$179K	Hold	600	–	–	0.18%	57
2020 Q1	$162K	Buy	600 +100	+20%	+$26.4K	0.11%	100
2019 Q4	$120K	Sell	500 -722	-59%	-$171K	0.07%	167
2019 Q3	$295K	Buy	1,222 +722	+144%	+$179K	0.14%	69
2019 Q2	$112K	Hold	500	–	–	0.05%	169
2019 Q1	$100K	Hold	500	–	–	0.05%	175
2018 Q4	$81K	Hold	500	–	–	0.05%	182
2018 Q3	$80K	Hold	500	–	–	0.04%	173
2018 Q2	$83K	Hold	500	–	–	0.05%	166
2018 Q1	$85K	Buy	+500	New	+$82.9K	0.05%	149

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fortis Advisors's SBAC Position: Q2 2023 in Review

Fortis Advisors sold out of SBA Communications (SBAC) in Q2 2023, closing a stake of 500 shares — an estimated $131K sold.

Fortis Advisors first reported a position in SBAC in Q1 2018 and held it in 21 quarters. The position peaked at $295K in Q3 2019. 670 funds tracked by Wall St. Rank hold SBAC as of Q2 2023.

Fortis Advisors reported no remaining SBA Communications position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 500 SBA Communications shares in Q2 2023, an estimated $131K.
Fortis Advisors first reported a position in SBA Communications in Q1 2018 and held it in 21 quarters.
Fortis Advisors's SBA Communications position peaked at $295K in Q3 2019.
670 funds tracked by Wall St. Rank held SBA Communications as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.