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NRI Wealth Management’s SBA Communications SBAC Stock Holding History

NRI 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
-4,551
Closed -$986K – 28
2024
Q1 		$986K Buy
4,551
+103
+2% +$22.9K 0.83% 19
2023
Q4 		$1.13M Buy
+4,448
New +$999K 1.13% 17

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
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

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

NRI Wealth Management sold out of SBA Communications (SBAC) in Q2 2024, closing a stake of 4,551 shares — an estimated $986K sold.

NRI Wealth Management first reported a position in SBAC in Q4 2023 and held it in 2 quarters. The position peaked at $1.13M in Q4 2023. 640 funds tracked by Wall St. Rank hold SBAC as of Q2 2024.

  • NRI Wealth Management reported no remaining SBA Communications position as of Q2 2024 after selling out during the quarter.
  • NRI Wealth Management sold 4,551 SBA Communications shares in Q2 2024, an estimated $986K.
  • NRI Wealth Management first reported a position in SBA Communications in Q4 2023 and held it in 2 quarters.
  • NRI Wealth Management's SBA Communications position peaked at $1.13M in Q4 2023.
  • 640 funds tracked by Wall St. Rank held SBA Communications as of Q2 2024.

Based on NRI Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.