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Surevest’s SBA Communications SBAC Stock Holding History

Surevest’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
Q3 		$2K Hold
8
– – ﹤0.01% 407
2022
Q2 		$3K Hold
8
– – ﹤0.01% 390
2022
Q1 		$3K Hold
8
– – ﹤0.01% 371
2021
Q4 		$3K Buy
+8
New +$2.81K ﹤0.01% 376

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Surevest's SBAC Position: Q3 2022 in Review

Surevest held its SBA Communications (SBAC) position steady in Q3 2022 at 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Surevest first reported a position in SBAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q2 2022. 658 funds tracked by Wall St. Rank hold SBAC as of Q3 2022.

  • Surevest held 8 shares of SBA Communications worth $2K as of Q3 2022.
  • Surevest left its SBA Communications share count unchanged in Q3 2022.
  • SBA Communications made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #407 holding.
  • Surevest first reported a position in SBA Communications in Q4 2021 and has held it in 4 quarters since.
  • Surevest's SBA Communications position peaked at $3K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held SBA Communications as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.