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Ruedi Wealth Management’s SBA Communications SBAC Stock Holding History

Ruedi 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
Q3 		– Sell
-14
Closed -$2.75K – 472
2024
Q2 		$2.75K Buy
+14
New +$2.77K ﹤0.01% 298
2023
Q3 		– Sell
-95
Closed -$22K – 233
2023
Q2 		$22K Hold
95
– – 0.01% 109
2023
Q1 		$24.8K Hold
95
– – 0.02% 117
2022
Q4 		$26.6K Buy
+95
New +$26.4K 0.02% 107

Other funds holding SBAC

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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

Ruedi Wealth Management's SBAC Position: Q3 2024 in Review

Ruedi Wealth Management sold out of SBA Communications (SBAC) in Q3 2024, closing a stake of 14 shares — an estimated $2.75K sold.

Ruedi Wealth Management first reported a position in SBAC in Q4 2022 and held it in 4 quarters. The position peaked at $26.6K in Q4 2022. 680 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • Ruedi Wealth Management reported no remaining SBA Communications position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 14 SBA Communications shares in Q3 2024, an estimated $2.75K.
  • Ruedi Wealth Management first reported a position in SBA Communications in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's SBA Communications position peaked at $26.6K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.