WAM
SBAC icon

Wealthspire Advisors (Maryland)’s SBA Communications SBAC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$214K Sell
672
-414
-38% -$127K 0.01% 433
2020
Q2 		$324K Buy
1,086
+13
+1% +$3.84K 0.02% 330
2020
Q1 		$290K Buy
1,073
+21
+2% +$5.54K 0.03% 306
2019
Q4 		$254K Buy
1,052
+1
+0.1% +$237 0.02% 419
2019
Q3 		$253K Buy
1,051
+26
+3% +$6.43K 0.02% 380
2019
Q2 		$230K Buy
1,025
+54
+6% +$11.4K 0.02% 407
2019
Q1 		$194K Sell
971
-65
-6% -$11.8K 0.01% 447
2018
Q4 		$168K Buy
1,036
+44
+4% +$7.16K 0.01% 443
2018
Q3 		$159K Sell
992
-24
-2% -$3.83K 0.01% 523
2018
Q2 		$168K Buy
1,016
+80
+9% +$12.9K 0.02% 516
2018
Q1 		$160K Buy
936
+327
+54% +$54.2K 0.02% 542
2017
Q4 		$99K Buy
609
+243
+66% +$38.6K 0.01% 718
2017
Q3 		$53K Buy
366
+315
+618% +$44.8K 0.01% 959
2017
Q2 		$7K Hold
51
– – ﹤0.01% 1666
2017
Q1 		$6K Buy
51
+16
+46% +$1.77K ﹤0.01% 1492
2016
Q4 		$4K Sell
35
-309
-90% -$32.5K ﹤0.01% 1435
2016
Q3 		$39K Sell
344
-73
-18% -$8.25K 0.01% 850
2016
Q2 		$45K Buy
417
+382
+1,091% +$38.7K 0.01% 765
2016
Q1 		$4K Hold
35
– – ﹤0.01% 1407
2015
Q4 		$4K Buy
+35
New +$3.79K ﹤0.01% 1407

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SBAC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its SBA Communications (SBAC) stake by 38% in Q3 2020, selling an estimated $127K and leaving 672 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #433.

Wealthspire Advisors (Maryland) first reported a position in SBAC in Q4 2015 and has held it in 20 quarters since. The position peaked at $324K in Q2 2020. 631 funds tracked by Wall St. Rank hold SBAC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 672 shares of SBA Communications worth $214K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 414 SBA Communications shares in Q3 2020, an estimated $127K.
  • SBA Communications made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #433 holding.
  • Wealthspire Advisors (Maryland) first reported a position in SBA Communications in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s SBA Communications position peaked at $324K in Q2 2020.
  • 631 funds tracked by Wall St. Rank held SBA Communications as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.