LWM Advisory Services’s SBA Communications SBAC Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-39	Closed	-$7.81K	–	138
2023 Q3	$7.81K	Buy	+39	New	+$8.68K	0.01%	135

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LWM Advisory Services's SBAC Position: Q4 2023 in Review

LWM Advisory Services sold out of SBA Communications (SBAC) in Q4 2023, closing a stake of 39 shares — an estimated $7.81K sold.

LWM Advisory Services first reported a position in SBAC in Q3 2023 and held it in 1 quarter. The position peaked at $7.81K in Q3 2023. 702 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

LWM Advisory Services reported no remaining SBA Communications position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 39 SBA Communications shares in Q4 2023, an estimated $7.81K.
LWM Advisory Services first reported a position in SBA Communications in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's SBA Communications position peaked at $7.81K in Q3 2023.
702 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.