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Accel Wealth Management’s American Tower AMT Stock Holding History

Accel Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-256
Closed -$52.3K – 201
2023
Q1 		$52.3K Hold
256
– – 0.02% 468
2022
Q4 		$54.2K Buy
256
+1
+0.4% +$208 0.03% 344
2022
Q3 		$56K Hold
255
– – 0.03% 342
2022
Q2 		$66K Buy
255
+17
+7% +$4.27K 0.04% 301
2022
Q1 		$61K Buy
238
+23
+11% +$5.61K 0.03% 330
2021
Q4 		$63K Hold
215
– – 0.03% 336
2021
Q3 		$57K Hold
215
– – 0.04% 305
2021
Q2 		$58K Hold
215
– – 0.04% 315
2021
Q1 		$51K Buy
215
+46
+27% +$10.2K 0.04% 308
2020
Q4 		$38K Buy
+169
New +$39.3K 0.04% 345

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Accel Wealth Management's AMT Position: Q2 2023 in Review

Accel Wealth Management sold out of American Tower (AMT) in Q2 2023, closing a stake of 256 shares — an estimated $52.3K sold.

Accel Wealth Management first reported a position in AMT in Q4 2020 and held it in 10 quarters. The position peaked at $66K in Q2 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Accel Wealth Management reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 256 American Tower shares in Q2 2023, an estimated $52.3K.
  • Accel Wealth Management first reported a position in American Tower in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's American Tower position peaked at $66K in Q2 2022.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.