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Nicola Wealth Management’s SBA Communications SBAC Stock Holding History

Nicola 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
Q2 		– Sell
-3,600
Closed -$1.06M – 117
2024
Q1 		$1.06M Sell
3,600
-700
-16% -$156K 0.1% 103
2023
Q4 		$1.44M Buy
+4,300
New +$965K 0.15% 97

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nicola Wealth Management's SBAC Position: Q2 2024 in Review

Nicola Wealth Management sold out of SBA Communications (SBAC) in Q2 2024, closing a stake of 3,600 shares — an estimated $1.06M sold.

Nicola Wealth Management first reported a position in SBAC in Q4 2023 and held it in 2 quarters. The position peaked at $1.44M in Q4 2023. 640 funds tracked by Wall St. Rank hold SBAC as of Q2 2024.

  • Nicola Wealth Management reported no remaining SBA Communications position as of Q2 2024 after selling out during the quarter.
  • Nicola Wealth Management sold 3,600 SBA Communications shares in Q2 2024, an estimated $1.06M.
  • Nicola Wealth Management first reported a position in SBA Communications in Q4 2023 and held it in 2 quarters.
  • Nicola Wealth Management's SBA Communications position peaked at $1.44M in Q4 2023.
  • 640 funds tracked by Wall St. Rank held SBA Communications as of Q2 2024.

Based on Nicola Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.