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Long Island Wealth Management’s SBA Communications SBAC Stock Holding History

Long Island 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
2024
Q1 		– Sell
-17
Closed -$4K – 333
2023
Q4 		$4K Buy
+17
New +$3.82K ﹤0.01% 296

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Island Wealth Management's SBAC Position: Q1 2024 in Review

Long Island Wealth Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 17 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in SBAC in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Long Island Wealth Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 17 SBA Communications shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in SBA Communications in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's SBA Communications position peaked at $4K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.