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Marks Group Wealth Management’s SBA Communications SBAC Stock Holding History

Marks Group 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
Q4 		– Sell
-1,013
Closed -$244K – 299
2024
Q3 		$244K Sell
1,013
-68
-6% -$15.1K 0.02% 277
2024
Q2 		$212K Sell
1,081
-141
-12% -$27.9K 0.02% 284
2024
Q1 		$265K Sell
1,222
-52
-4% -$11.6K 0.03% 274
2023
Q4 		$323K Buy
1,274
+54
+4% +$12.1K 0.04% 248
2023
Q3 		$244K Buy
1,220
+7
+0.6% +$1.56K 0.03% 260
2023
Q2 		$281K Sell
1,213
-7
-0.6% -$1.67K 0.03% 255
2023
Q1 		$319K Buy
1,220
+27
+2% +$7.43K 0.04% 246
2022
Q4 		$334K Buy
1,193
+17
+1% +$4.73K 0.05% 238
2022
Q3 		$335K Hold
1,176
– – 0.05% 229
2022
Q2 		$376K Hold
1,176
– – 0.05% 227
2022
Q1 		$405K Buy
1,176
+33
+3% +$10.7K 0.05% 251
2021
Q4 		$445K Sell
1,143
-78
-6% -$27.4K 0.05% 245
2021
Q3 		$404K Sell
1,221
-161
-12% -$55.7K 0.05% 221
2021
Q2 		$441K Sell
1,382
-11
-0.8% -$3.3K 0.06% 191
2021
Q1 		$386K Buy
1,393
+103
+8% +$27.3K 0.06% 191
2020
Q4 		$364K Sell
1,290
-23
-2% -$6.75K 0.06% 193
2020
Q3 		$418K Sell
1,313
-60
-4% -$18.3K 0.08% 179
2020
Q2 		$409K Sell
1,373
-523
-28% -$154K 0.08% 170
2020
Q1 		$512K Sell
1,896
-99
-5% -$26.1K 0.13% 146
2019
Q4 		$481K Buy
+1,995
New +$473K 0.09% 179

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Marks Group Wealth Management's SBAC Position: Q4 2024 in Review

Marks Group Wealth Management sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 1,013 shares — an estimated $244K sold.

Marks Group Wealth Management first reported a position in SBAC in Q4 2019 and held it in 20 quarters. The position peaked at $512K in Q1 2020. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

  • Marks Group Wealth Management reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,013 SBA Communications shares in Q4 2024, an estimated $244K.
  • Marks Group Wealth Management first reported a position in SBA Communications in Q4 2019 and held it in 20 quarters.
  • Marks Group Wealth Management's SBA Communications position peaked at $512K in Q1 2020.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Marks Group Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.