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SYSTM Wealth Solutions’s SBA Communications SBAC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-401
Closed -$78.7K – 524
2024
Q2 		$78.7K Sell
401
-959
-71% -$190K 0.02% 253
2024
Q1 		$295K Buy
1,360
+320
+31% +$71.2K 0.04% 351
2023
Q4 		$264K Buy
+1,040
New +$234K 0.04% 346

Other funds holding SBAC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SYSTM Wealth Solutions's SBAC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of SBA Communications (SBAC) in Q3 2024, closing a stake of 401 shares — an estimated $78.7K sold.

SYSTM Wealth Solutions first reported a position in SBAC in Q4 2023 and held it in 3 quarters. The position peaked at $295K in Q1 2024. 680 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining SBA Communications position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 401 SBA Communications shares in Q3 2024, an estimated $78.7K.
  • SYSTM Wealth Solutions first reported a position in SBA Communications in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's SBA Communications position peaked at $295K in Q1 2024.
  • 680 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.