Icon Wealth Advisors’s SBA Communications SBAC Stock Holding History

Icon 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
2024 Q4	–	Sell	-438	Closed	-$105K	–	523
2024 Q3	$105K	Buy	+438	New	+$97.1K	0.01%	471

Other funds holding SBAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Icon Wealth Advisors's SBAC Position: Q4 2024 in Review

Icon Wealth Advisors sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 438 shares — an estimated $105K sold.

Icon Wealth Advisors first reported a position in SBAC in Q3 2024 and held it in 1 quarter. The position peaked at $105K in Q3 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

Icon Wealth Advisors reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
Icon Wealth Advisors sold 438 SBA Communications shares in Q4 2024, an estimated $105K.
Icon Wealth Advisors first reported a position in SBA Communications in Q3 2024 and held it in 1 quarter.
Icon Wealth Advisors's SBA Communications position peaked at $105K in Q3 2024.
666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.