WR Wealth Planners’s SBA Communications SBAC Stock Holding History

WR Wealth Planners’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 Q4	$184K	Hold	902	–	–	0.06%	162
2024 Q3	$217K	Hold	902	–	–	0.06%	168
2024 Q2	$177K	Buy	902 +1	+0.1%	+$198	0.05%	184
2024 Q1	$195K	Sell	901 -1,302	-59%	-$290K	0.06%	175
2023 Q4	$559K	Buy	2,203 +157	+8%	+$35.3K	0.21%	90
2023 Q3	$410K	Buy	2,046 +56	+3%	+$12.5K	0.16%	105
2023 Q2	$461K	Buy	1,990 +47	+2%	+$11.2K	0.18%	94
2023 Q1	$507K	Buy	1,943 +935	+93%	+$257K	0.22%	74
2022 Q4	$283K	Buy	1,008 +15	+2%	+$4.17K	0.17%	90
2022 Q3	$283K	Buy	993 +64	+7%	+$20.8K	0.2%	81
2022 Q2	$297K	Buy	929 +20	+2%	+$6.74K	0.2%	85
2022 Q1	$313K	Buy	+909	New	+$295K	0.19%	91

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

WR Wealth Planners's SBAC Position: Q4 2024 in Review

WR Wealth Planners held its SBA Communications (SBAC) position steady in Q4 2024 at 902 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #162.

WR Wealth Planners first reported a position in SBAC in Q1 2022 and has held it in 12 quarters since. The position peaked at $559K in Q4 2023. 667 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

WR Wealth Planners held 902 shares of SBA Communications worth $184K as of Q4 2024.
WR Wealth Planners left its SBA Communications share count unchanged in Q4 2024.
SBA Communications made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #162 holding.
WR Wealth Planners first reported a position in SBA Communications in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's SBA Communications position peaked at $559K in Q4 2023.
667 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.