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Heritage Wealth Advisors’s SBA Communications SBAC Stock Holding History

Heritage 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
2025
Q1 		– Sell
-13
Closed -$2.65K – 637
2024
Q4 		$2.65K Sell
13
-349
-96% -$78.6K ﹤0.01% 542
2024
Q3 		$87.1K Buy
362
+12
+3% +$2.66K ﹤0.01% 277
2024
Q2 		$68.7K Hold
350
– – ﹤0.01% 283
2024
Q1 		$75.8K Sell
350
-118
-25% -$26.2K ﹤0.01% 288
2023
Q4 		$119K Hold
468
– – 0.01% 250
2023
Q3 		$93.7K Sell
468
-883
-65% -$196K 0.01% 252
2023
Q2 		$313K Hold
1,351
– – 0.02% 171
2023
Q1 		$353K Hold
1,351
– – 0.02% 157
2022
Q4 		$379K Hold
1,351
– – 0.02% 153
2022
Q3 		$385K Buy
1,351
+822
+155% +$267K 0.03% 142
2022
Q2 		$169K Buy
529
+320
+153% +$108K 0.01% 215
2022
Q1 		$72K Hold
209
– – ﹤0.01% 280
2021
Q4 		$81K Hold
209
– – ﹤0.01% 283
2021
Q3 		$69.1K Hold
209
– – ﹤0.01% 291
2021
Q2 		$66.6K Sell
209
-572
-73% -$172K ﹤0.01% 295
2021
Q1 		$217K Hold
781
– – 0.01% 199
2020
Q4 		$220K Buy
781
+572
+274% +$168K 0.01% 188
2020
Q3 		$66.6K Hold
209
– – 0.01% 245
2020
Q2 		$62.3K Hold
209
– – 0.01% 242
2020
Q1 		$56.4K Sell
209
-3
-1% -$792 0.01% 245
2019
Q4 		$51.1K Buy
212
+3
+1% +$711 0.01% 301
2019
Q3 		$50K Hold
209
– – 0.01% 276
2019
Q2 		$47K Hold
209
– – 0.01% 263
2019
Q1 		$41.7K Hold
209
– – 0.01% 244
2018
Q4 		$33K Hold
209
– – 0.01% 226
2018
Q3 		$33K Buy
+209
New +$33.3K 0.01% 231

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Advisors's SBAC Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 13 shares — an estimated $2.65K sold.

Heritage Wealth Advisors first reported a position in SBAC in Q3 2018 and held it in 26 quarters. The position peaked at $385K in Q3 2022. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 13 SBA Communications shares in Q1 2025, an estimated $2.65K.
  • Heritage Wealth Advisors first reported a position in SBA Communications in Q3 2018 and held it in 26 quarters.
  • Heritage Wealth Advisors's SBA Communications position peaked at $385K in Q3 2022.
  • 691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.