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Jeppson Wealth Management’s SBA Communications SBAC Stock Holding History

Jeppson Wealth Management’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
Q1 		– Sell
-534
Closed -$208K – 174
2021
Q4 		$208K Buy
+534
New +$188K 0.1% 147
2020
Q4 		– Sell
-575
Closed -$183K – 369
2020
Q3 		$183K Buy
+575
New +$176K 0.14% 119

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's SBAC Position: Q1 2022 in Review

Jeppson Wealth Management sold out of SBA Communications (SBAC) in Q1 2022, closing a stake of 534 shares — an estimated $208K sold.

Jeppson Wealth Management first reported a position in SBAC in Q3 2020 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 673 funds tracked by Wall St. Rank hold SBAC as of Q1 2022.

  • Jeppson Wealth Management reported no remaining SBA Communications position as of Q1 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 534 SBA Communications shares in Q1 2022, an estimated $208K.
  • Jeppson Wealth Management first reported a position in SBA Communications in Q3 2020 and held it in 2 quarters.
  • Jeppson Wealth Management's SBA Communications position peaked at $208K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SBA Communications as of Q1 2022.

Based on Jeppson Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.