OWA
SBAC icon

Opal Wealth Advisors’s SBA Communications SBAC Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-11
Closed -$2.16K – 980
2024
Q2 		$2.16K Buy
+11
New +$2.18K ﹤0.01% 948

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Opal Wealth Advisors's SBAC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of SBA Communications (SBAC) in Q3 2024, closing a stake of 11 shares — an estimated $2.16K sold.

Opal Wealth Advisors first reported a position in SBAC in Q2 2024 and held it in 1 quarter. The position peaked at $2.16K in Q2 2024. 680 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining SBA Communications position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 11 SBA Communications shares in Q3 2024, an estimated $2.16K.
  • Opal Wealth Advisors first reported a position in SBA Communications in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's SBA Communications position peaked at $2.16K in Q2 2024.
  • 680 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.