High Net Worth Advisory Group’s SBA Communications SBAC Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-300	Closed	-$84.1K	–	503
2022 Q4	$84.1K	Hold	300	–	–	0.03%	259
2022 Q3	$85K	Hold	300	–	–	0.04%	254
2022 Q2	$96K	Hold	300	–	–	0.04%	243
2022 Q1	$103K	Hold	300	–	–	0.04%	246
2021 Q4	$117K	Buy	+300	New	+$105K	0.04%	232

Other funds holding SBAC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

High Net Worth Advisory Group's SBAC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of SBA Communications (SBAC) in Q1 2023, closing a stake of 300 shares — an estimated $84.1K sold.

High Net Worth Advisory Group first reported a position in SBAC in Q4 2021 and held it in 5 quarters. The position peaked at $117K in Q4 2021. 690 funds tracked by Wall St. Rank hold SBAC as of Q1 2023.

High Net Worth Advisory Group reported no remaining SBA Communications position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 300 SBA Communications shares in Q1 2023, an estimated $84.1K.
High Net Worth Advisory Group first reported a position in SBA Communications in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's SBA Communications position peaked at $117K in Q4 2021.
690 funds tracked by Wall St. Rank held SBA Communications as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.