SVWAG
SBAC icon

Sound View Wealth Advisors Group’s SBA Communications SBAC Stock Holding History

Sound View Wealth Advisors 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
2023
Q2 		– Sell
-798
Closed -$208K – 373
2023
Q1 		$208K Buy
+798
New +$220K 0.03% 345

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sound View Wealth Advisors Group's SBAC Position: Q2 2023 in Review

Sound View Wealth Advisors Group sold out of SBA Communications (SBAC) in Q2 2023, closing a stake of 798 shares — an estimated $208K sold.

Sound View Wealth Advisors Group first reported a position in SBAC in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 671 funds tracked by Wall St. Rank hold SBAC as of Q2 2023.

  • Sound View Wealth Advisors Group reported no remaining SBA Communications position as of Q2 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 798 SBA Communications shares in Q2 2023, an estimated $208K.
  • Sound View Wealth Advisors Group first reported a position in SBA Communications in Q1 2023 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's SBA Communications position peaked at $208K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held SBA Communications as of Q2 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2023, filed 8 Aug 2023.