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Kingswood Wealth Advisors’s SBA Communications SBAC Stock Holding History

Kingswood 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
-1,422
Closed -$342K – 885
2024
Q3 		$342K Buy
+1,422
New +$315K 0.02% 545

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JP Morgan Chase
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Geode Capital Management
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Deutsche Bank
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 1,422 shares — an estimated $342K sold.

Kingswood Wealth Advisors first reported a position in SBAC in Q3 2024 and held it in 1 quarter. The position peaked at $342K in Q3 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,422 SBA Communications shares in Q4 2024, an estimated $342K.
  • Kingswood Wealth Advisors first reported a position in SBA Communications in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's SBA Communications position peaked at $342K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.