SlateStone Wealth’s SBA Communications SBAC Stock Holding History

SlateStone Wealth’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 Q3	–	Sell	-1,000	Closed	-$232K	–	237
2023 Q2	$232K	Buy	+1,000	New	+$239K	0.04%	195

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SlateStone Wealth's SBAC Position: Q3 2023 in Review

SlateStone Wealth sold out of SBA Communications (SBAC) in Q3 2023, closing a stake of 1,000 shares — an estimated $232K sold.

SlateStone Wealth first reported a position in SBAC in Q2 2023 and held it in 1 quarter. The position peaked at $232K in Q2 2023. 634 funds tracked by Wall St. Rank hold SBAC as of Q3 2023.

SlateStone Wealth reported no remaining SBA Communications position as of Q3 2023 after selling out during the quarter.
SlateStone Wealth sold 1,000 SBA Communications shares in Q3 2023, an estimated $232K.
SlateStone Wealth first reported a position in SBA Communications in Q2 2023 and held it in 1 quarter.
SlateStone Wealth's SBA Communications position peaked at $232K in Q2 2023.
634 funds tracked by Wall St. Rank held SBA Communications as of Q3 2023.

Based on SlateStone Wealth's 13F filing for Q3 2023, filed 12 Oct 2023.