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Williams Jones Wealth Management’s SBA Communications SBAC Stock Holding History

Williams Jones 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
2022
Q1 		– Sell
-565
Closed -$220K – 545
2021
Q4 		$220K Buy
+565
New +$198K ﹤0.01% 449

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Williams Jones Wealth Management's SBAC Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of SBA Communications (SBAC) in Q1 2022, closing a stake of 565 shares — an estimated $220K sold.

Williams Jones Wealth Management first reported a position in SBAC in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 673 funds tracked by Wall St. Rank hold SBAC as of Q1 2022.

  • Williams Jones Wealth Management reported no remaining SBA Communications position as of Q1 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 565 SBA Communications shares in Q1 2022, an estimated $220K.
  • Williams Jones Wealth Management first reported a position in SBA Communications in Q4 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's SBA Communications position peaked at $220K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SBA Communications as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.