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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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 689 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.
  • 689 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.