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Wakefield Asset Management’s SBA Communications SBAC Stock Holding History

Wakefield Asset 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
-13,964
Closed -$3.54M – 175
2023
Q4 		$3.54M Buy
13,964
+1,389
+11% +$312K 1.31% 18
2023
Q3 		$2.52M Buy
+12,575
New +$2.8M 1.14% 28

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wakefield Asset Management's SBAC Position: Q1 2024 in Review

Wakefield Asset Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 13,964 shares — an estimated $3.54M sold.

Wakefield Asset Management first reported a position in SBAC in Q3 2023 and held it in 2 quarters. The position peaked at $3.54M in Q4 2023. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Wakefield Asset Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Wakefield Asset Management sold 13,964 SBA Communications shares in Q1 2024, an estimated $3.54M.
  • Wakefield Asset Management first reported a position in SBA Communications in Q3 2023 and held it in 2 quarters.
  • Wakefield Asset Management's SBA Communications position peaked at $3.54M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Wakefield Asset Management's 13F filing for Q1 2024, filed 1 May 2024.