Selective Wealth Management’s SBA Communications SBAC Stock Holding History

Selective 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
2022 Q4	–	Sell	-25	Closed	-$7K	–	605
2022 Q3	$7K	Hold	25	–	–	﹤0.01%	563
2022 Q2	$8K	Hold	25	–	–	﹤0.01%	590
2022 Q1	$9K	Hold	25	–	–	﹤0.01%	545
2021 Q4	$10K	Hold	25	–	–	﹤0.01%	487
2021 Q3	$8K	Hold	25	–	–	﹤0.01%	459
2021 Q2	$8K	Hold	25	–	–	0.01%	374
2021 Q1	$7K	Hold	25	–	–	0.01%	284
2020 Q4	$7K	Hold	25	–	–	﹤0.01%	272
2020 Q3	$8K	Hold	25	–	–	0.01%	216
2020 Q2	$7K	Hold	25	–	–	0.01%	270
2020 Q1	$7K	Hold	25	–	–	0.01%	180
2019 Q4	$6K	Hold	25	–	–	0.01%	206
2019 Q3	$6K	Buy	+25	New	+$6.18K	0.01%	209

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Selective Wealth Management's SBAC Position: Q4 2022 in Review

Selective Wealth Management sold out of SBA Communications (SBAC) in Q4 2022, closing a stake of 25 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in SBAC in Q3 2019 and held it in 13 quarters. The position peaked at $10K in Q4 2021. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

Selective Wealth Management reported no remaining SBA Communications position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 25 SBA Communications shares in Q4 2022, an estimated $7K.
Selective Wealth Management first reported a position in SBA Communications in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's SBA Communications position peaked at $10K in Q4 2021.
692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.