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Heritage Financial Services’s SBA Communications SBAC Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-4
Closed -$1K – 388
2022
Q2 		$1K Buy
+4
New +$1.35K ﹤0.01% 479

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Financial Services's SBAC Position: Q3 2022 in Review

Heritage Financial Services sold out of SBA Communications (SBAC) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in SBAC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 658 funds tracked by Wall St. Rank hold SBAC as of Q3 2022.

  • Heritage Financial Services reported no remaining SBA Communications position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 4 SBA Communications shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in SBA Communications in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's SBA Communications position peaked at $1K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held SBA Communications as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.