J.W. Burns & Co’s SBA Communications SBAC Stock Holding History

J.W. Burns & Co’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	-630	Closed	-$202K	–	172
2022 Q2	$202K	Hold	630	–	–	0.04%	157
2022 Q1	$217K	Hold	630	–	–	0.03%	166
2021 Q4	$245K	Sell	630 -30	-5%	-$10.5K	0.04%	173
2021 Q3	$218K	Hold	660	–	–	0.03%	175
2021 Q2	$210K	Buy	+660	New	+$198K	0.03%	178

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

J.W. Burns & Co's SBAC Position: Q3 2022 in Review

J.W. Burns & Co sold out of SBA Communications (SBAC) in Q3 2022, closing a stake of 630 shares — an estimated $202K sold.

J.W. Burns & Co first reported a position in SBAC in Q2 2021 and held it in 5 quarters. The position peaked at $245K in Q4 2021. 658 funds tracked by Wall St. Rank hold SBAC as of Q3 2022.

J.W. Burns & Co reported no remaining SBA Communications position as of Q3 2022 after selling out during the quarter.
J.W. Burns & Co sold 630 SBA Communications shares in Q3 2022, an estimated $202K.
J.W. Burns & Co first reported a position in SBA Communications in Q2 2021 and held it in 5 quarters.
J.W. Burns & Co's SBA Communications position peaked at $245K in Q4 2021.
658 funds tracked by Wall St. Rank held SBA Communications as of Q3 2022.

Based on J.W. Burns & Co's 13F filing for Q3 2022, filed 4 Oct 2022.