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Glassman Wealth Services’s SBA Communications SBAC Stock Holding History

Glassman Wealth Services’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
-154
Closed -$39.1K – 1508
2023
Q4 		$39.1K Buy
154
+68
+79% +$15.3K 0.01% 509
2023
Q3 		$17.2K Buy
86
+5
+6% +$1.11K ﹤0.01% 692
2023
Q2 		$18.8K Sell
81
-89
-52% -$21.3K ﹤0.01% 632
2023
Q1 		$44.4K Buy
170
+3
+2% +$826 0.01% 437
2022
Q4 		$46.8K Sell
167
-16
-9% -$4.45K 0.01% 440
2022
Q3 		$52K Sell
183
-12
-6% -$3.89K 0.01% 378
2022
Q2 		$62K Buy
195
+15
+8% +$5.05K 0.01% 346
2022
Q1 		$62K Buy
180
+18
+11% +$5.84K 0.01% 355
2021
Q4 		$63K Buy
162
+19
+13% +$6.67K 0.01% 325
2021
Q3 		$47K Buy
143
+13
+10% +$4.5K 0.01% 379
2021
Q2 		$41K Buy
130
+7
+6% +$2.1K 0.01% 395
2021
Q1 		$34K Buy
123
+51
+71% +$13.5K 0.01% 399
2020
Q4 		$20K Buy
72
+11
+18% +$3.23K ﹤0.01% 532
2020
Q3 		$19K Buy
61
+12
+24% +$3.67K 0.01% 461
2020
Q2 		$15K Buy
49
+10
+26% +$2.95K ﹤0.01% 428
2020
Q1 		$11K Sell
39
-6
-13% -$1.58K ﹤0.01% 426
2019
Q4 		$11K Buy
45
+3
+7% +$711 ﹤0.01% 470
2019
Q3 		$10K Sell
42
-2
-5% -$495 ﹤0.01% 450
2019
Q2 		$10K Sell
44
-7
-14% -$1.48K ﹤0.01% 464
2019
Q1 		$10K Buy
51
+9
+21% +$1.63K ﹤0.01% 450
2018
Q4 		$7K Sell
42
-23
-35% -$3.74K ﹤0.01% 401
2018
Q3 		$10K Sell
65
-4
-6% -$638 ﹤0.01% 393
2018
Q2 		$11K Buy
69
+12
+21% +$1.94K 0.01% 362
2018
Q1 		$10K Buy
57
+32
+128% +$5.3K 0.01% 359
2017
Q4 		$4K Buy
+25
New +$3.97K ﹤0.01% 439

Other funds holding SBAC

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

Glassman Wealth Services's SBAC Position: Q1 2024 in Review

Glassman Wealth Services sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 154 shares — an estimated $39.1K sold.

Glassman Wealth Services first reported a position in SBAC in Q4 2017 and held it in 25 quarters. The position peaked at $63K in Q4 2021. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Glassman Wealth Services reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 154 SBA Communications shares in Q1 2024, an estimated $39.1K.
  • Glassman Wealth Services first reported a position in SBA Communications in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's SBA Communications position peaked at $63K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.