Paragon Private Wealth Management’s SBA Communications SBAC Stock Holding History

Paragon Private 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
2023 Q1	–	Sell	-910	Closed	-$255K	–	137
2022 Q4	$255K	Sell	910 -17	-2%	-$4.73K	0.23%	112
2022 Q3	$238K	Sell	927 -46	-5%	-$14.9K	0.23%	104
2022 Q2	$311K	Hold	973	–	–	0.33%	78
2022 Q1	$325K	Hold	973	–	–	0.32%	78
2021 Q4	$379K	Buy	+973	New	+$342K	0.34%	78

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Private Wealth Management's SBAC Position: Q1 2023 in Review

Paragon Private Wealth Management sold out of SBA Communications (SBAC) in Q1 2023, closing a stake of 910 shares — an estimated $255K sold.

Paragon Private Wealth Management first reported a position in SBAC in Q4 2021 and held it in 5 quarters. The position peaked at $379K in Q4 2021. 689 funds tracked by Wall St. Rank hold SBAC as of Q1 2023.

Paragon Private Wealth Management reported no remaining SBA Communications position as of Q1 2023 after selling out during the quarter.
Paragon Private Wealth Management sold 910 SBA Communications shares in Q1 2023, an estimated $255K.
Paragon Private Wealth Management first reported a position in SBA Communications in Q4 2021 and held it in 5 quarters.
Paragon Private Wealth Management's SBA Communications position peaked at $379K in Q4 2021.
689 funds tracked by Wall St. Rank held SBA Communications as of Q1 2023.

Based on Paragon Private Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.