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Liberty Wealth Management’s SBA Communications SBAC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-28
Closed -$10K – 908
2021
Q3 		$10K Buy
28
+14
+100% +$4.84K ﹤0.01% 822
2021
Q2 		$5K Sell
14
-1
-7% -$300 ﹤0.01% 799
2021
Q1 		$4K Hold
15
– – ﹤0.01% 742
2020
Q4 		$4K Buy
15
+8
+114% +$2.35K ﹤0.01% 738
2020
Q3 		$2K Hold
7
– – ﹤0.01% 776
2020
Q2 		$2K Hold
7
– – ﹤0.01% 750
2020
Q1 		$2K Hold
7
– – ﹤0.01% 746
2019
Q4 		$2K Hold
7
– – ﹤0.01% 782
2019
Q3 		$2K Hold
7
– – ﹤0.01% 752
2019
Q2 		$2K Hold
7
– – ﹤0.01% 774
2019
Q1 		$1K Buy
+7
New +$1.27K ﹤0.01% 693

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's SBAC Position: Q4 2021 in Review

Liberty Wealth Management sold out of SBA Communications (SBAC) in Q4 2021, closing a stake of 28 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in SBAC in Q1 2019 and held it in 11 quarters. The position peaked at $10K in Q3 2021. 696 funds tracked by Wall St. Rank hold SBAC as of Q4 2021.

  • Liberty Wealth Management reported no remaining SBA Communications position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 28 SBA Communications shares in Q4 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in SBA Communications in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's SBA Communications position peaked at $10K in Q3 2021.
  • 696 funds tracked by Wall St. Rank held SBA Communications as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.