AWM
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Accurate Wealth Management’s American Tower AMT Stock Holding History

Accurate 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
Q1 		– Sell
-456
Closed -$101K – 301
2022
Q4 		$101K Buy
+456
New +$94.9K 0.04% 310
2022
Q1 		– Sell
-1,419
Closed -$389K – 178
2021
Q4 		$389K Buy
1,419
+17
+1% +$4.64K 0.32% 84
2021
Q3 		$376K Buy
+1,402
New +$400K 0.33% 83

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Accurate Wealth Management's AMT Position: Q1 2023 in Review

Accurate Wealth Management sold out of American Tower (AMT) in Q1 2023, closing a stake of 456 shares — an estimated $101K sold.

Accurate Wealth Management first reported a position in AMT in Q3 2021 and held it in 3 quarters. The position peaked at $389K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Accurate Wealth Management reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 456 American Tower shares in Q1 2023, an estimated $101K.
  • Accurate Wealth Management first reported a position in American Tower in Q3 2021 and held it in 3 quarters.
  • Accurate Wealth Management's American Tower position peaked at $389K in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.