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Lenox Wealth Advisors’s SBA Communications SBAC Stock Holding History

Lenox 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
2022
Q1 		$14K Buy
37
+1
+3% +$324 ﹤0.01% 428
2021
Q4 		$14K Buy
36
+4
+13% +$1.41K ﹤0.01% 460
2021
Q3 		$11K Hold
32
– – ﹤0.01% 457
2021
Q2 		$10K Buy
+32
New +$9.59K ﹤0.01% 478
2020
Q3 		– Sell
-4
Closed -$1K – 636
2020
Q2 		$1K Hold
4
– – ﹤0.01% 565
2020
Q1 		$1K Sell
4
-13
-76% -$3.43K ﹤0.01% 721
2019
Q4 		$4K Buy
17
+1
+6% +$237 ﹤0.01% 515
2019
Q3 		$4K Hold
16
– – ﹤0.01% 426
2019
Q2 		$4K Hold
16
– – ﹤0.01% 336
2019
Q1 		$3K Hold
16
– – ﹤0.01% 478
2018
Q4 		$3K Hold
16
– – ﹤0.01% 321
2018
Q3 		$3K Sell
16
-70
-81% -$11.2K ﹤0.01% 340
2018
Q2 		$14K Buy
86
+70
+438% +$11.3K ﹤0.01% 297
2018
Q1 		$3K Hold
16
– – ﹤0.01% 450
2017
Q4 		$3K Buy
+16
New +$2.54K ﹤0.01% 295
2014
Q1 		– Sell
-13
Closed -$1K – 305
2013
Q4 		$1K Buy
+13
New +$1.12K ﹤0.01% 360

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

Lenox Wealth Advisors's SBAC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its SBA Communications (SBAC) stake by 2.8% in Q1 2022, buying an estimated $324 and bringing the position to 37 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Lenox Wealth Advisors first reported a position in SBAC in Q4 2013 and has held it in 16 quarters since. 674 funds tracked by Wall St. Rank hold SBAC as of Q1 2022.

  • Lenox Wealth Advisors held 37 shares of SBA Communications worth $14K as of Q1 2022.
  • Lenox Wealth Advisors bought 1 SBA Communications share in Q1 2022, an estimated $324.
  • SBA Communications made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #428 holding.
  • Lenox Wealth Advisors first reported a position in SBA Communications in Q4 2013 and has held it in 16 quarters since.
  • 674 funds tracked by Wall St. Rank held SBA Communications as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.