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Schechter Investment Advisors’s SBA Communications SBAC Stock Holding History

Schechter Investment 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
2022
Q4 		– Sell
-787
Closed -$224K – 885
2022
Q3 		$224K Buy
787
+122
+18% +$39.6K 0.02% 806
2022
Q2 		$213K Buy
+665
New +$224K 0.02% 826
2022
Q1 		– Sell
-544
Closed -$211K – 968
2021
Q4 		$211K Buy
+544
New +$191K 0.02% 781

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's SBAC Position: Q4 2022 in Review

Schechter Investment Advisors sold out of SBA Communications (SBAC) in Q4 2022, closing a stake of 787 shares — an estimated $224K sold.

Schechter Investment Advisors first reported a position in SBAC in Q4 2021 and held it in 3 quarters. The position peaked at $224K in Q3 2022. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

  • Schechter Investment Advisors reported no remaining SBA Communications position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 787 SBA Communications shares in Q4 2022, an estimated $224K.
  • Schechter Investment Advisors first reported a position in SBA Communications in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's SBA Communications position peaked at $224K in Q3 2022.
  • 692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.