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Summit Wealth Group’s SBA Communications SBAC Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-9
Closed -$3K – 184
2021
Q2 		$3K Hold
9
– – ﹤0.01% 151
2021
Q1 		$2K Buy
+9
New +$2.38K ﹤0.01% 151

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Summit Wealth Group's SBAC Position: Q3 2021 in Review

Summit Wealth Group sold out of SBA Communications (SBAC) in Q3 2021, closing a stake of 9 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in SBAC in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 639 funds tracked by Wall St. Rank hold SBAC as of Q3 2021.

  • Summit Wealth Group reported no remaining SBA Communications position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 9 SBA Communications shares in Q3 2021, an estimated $3K.
  • Summit Wealth Group first reported a position in SBA Communications in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's SBA Communications position peaked at $3K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held SBA Communications as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.