Tradition Wealth Management’s SBA Communications SBAC Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-13	Closed	-$3K	–	1027
2023 Q4	$3K	Hold	13	–	–	﹤0.01%	1248
2023 Q3	$3K	Buy	+13	New	+$2.89K	﹤0.01%	1332
2023 Q2	–	Sell	-10	Closed	-$3K	–	1404
2023 Q1	$3K	Buy	+10	New	+$2.75K	﹤0.01%	1264
2021 Q4	–	Sell	-451	Closed	-$149K	–	1213
2021 Q3	$149K	Hold	451	–	–	0.02%	311
2021 Q2	$144K	Buy	+451	New	+$135K	0.02%	335

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's SBAC Position: Q1 2024 in Review

Tradition Wealth Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 13 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in SBAC in Q2 2021 and held it in 5 quarters. The position peaked at $149K in Q3 2021. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

Tradition Wealth Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 13 SBA Communications shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in SBA Communications in Q2 2021 and held it in 5 quarters.
Tradition Wealth Management's SBA Communications position peaked at $149K in Q3 2021.
668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.