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Marcum Wealth’s SBA Communications SBAC Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-768
Closed -$219K – 394
2022
Q3 		$219K Sell
768
-241
-24% -$78.2K 0.03% 288
2022
Q2 		$323K Buy
1,009
+6
+0.6% +$2.02K 0.05% 221
2022
Q1 		$345K Buy
1,003
+280
+39% +$90.8K 0.05% 224
2021
Q4 		$281K Buy
+723
New +$254K 0.04% 269

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's SBAC Position: Q4 2022 in Review

Marcum Wealth sold out of SBA Communications (SBAC) in Q4 2022, closing a stake of 768 shares — an estimated $219K sold.

Marcum Wealth first reported a position in SBAC in Q4 2021 and held it in 4 quarters. The position peaked at $345K in Q1 2022. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

  • Marcum Wealth reported no remaining SBA Communications position as of Q4 2022 after selling out during the quarter.
  • Marcum Wealth sold 768 SBA Communications shares in Q4 2022, an estimated $219K.
  • Marcum Wealth first reported a position in SBA Communications in Q4 2021 and held it in 4 quarters.
  • Marcum Wealth's SBA Communications position peaked at $345K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Marcum Wealth's 13F filing for Q4 2022, filed 12 Jan 2023.