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Napa Wealth Management’s SBA Communications SBAC Stock Holding History

Napa 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
-1,444
Closed -$348K – 207
2024
Q3 		$348K Buy
1,444
+251
+21% +$55.6K 0.16% 120
2024
Q2 		$234K Buy
1,193
+149
+14% +$29.5K 0.16% 96
2024
Q1 		$226K Buy
1,044
+37
+4% +$8.23K 0.12% 64
2023
Q4 		$255K Buy
+1,007
New +$226K 0.14% 97

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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

Napa Wealth Management's SBAC Position: Q4 2024 in Review

Napa Wealth Management sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 1,444 shares — an estimated $348K sold.

Napa Wealth Management first reported a position in SBAC in Q4 2023 and held it in 4 quarters. The position peaked at $348K in Q3 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

  • Napa Wealth Management reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 1,444 SBA Communications shares in Q4 2024, an estimated $348K.
  • Napa Wealth Management first reported a position in SBA Communications in Q4 2023 and held it in 4 quarters.
  • Napa Wealth Management's SBA Communications position peaked at $348K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.