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Polaris Wealth Advisory Group’s SBA Communications SBAC Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q1 		– Sell
-5,061
Closed -$1.97M – 192
2021
Q4 		$1.97M Buy
5,061
+1,389
+38% +$488K 0.11% 95
2021
Q3 		$1.24M Buy
3,672
+1,477
+67% +$511K 0.07% 99
2021
Q2 		$702K Buy
+2,195
New +$658K 0.04% 107

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's SBAC Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of SBA Communications (SBAC) in Q1 2022, closing a stake of 5,061 shares — an estimated $1.97M sold.

Polaris Wealth Advisory Group first reported a position in SBAC in Q2 2021 and held it in 3 quarters. The position peaked at $1.97M in Q4 2021. 673 funds tracked by Wall St. Rank hold SBAC as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining SBA Communications position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 5,061 SBA Communications shares in Q1 2022, an estimated $1.97M.
  • Polaris Wealth Advisory Group first reported a position in SBA Communications in Q2 2021 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's SBA Communications position peaked at $1.97M in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SBA Communications as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.