Acima Private Wealth’s American Tower AMT Stock Holding History

Acima Private Wealth’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
2026 Q2	$12.3K	Hold	75	–	–	﹤0.01%	160
2026 Q1	$12.9K	Hold	75	–	–	﹤0.01%	164
2025 Q4	$13.2K	Sell	75 -25	-25%	-$4.55K	﹤0.01%	157
2025 Q3	$19.2K	Hold	100	–	–	0.01%	156
2025 Q2	$22.1K	Buy	+100	New	+$21.6K	0.01%	160
2021 Q1	–	Sell	-222	Closed	-$50K	–	233
2020 Q4	$50K	Hold	222	–	–	0.03%	158
2020 Q3	$54K	Hold	222	–	–	0.03%	147
2020 Q2	$57K	Sell	222 -85	-28%	-$21K	0.04%	156
2020 Q1	$67K	Hold	307	–	–	0.05%	152
2019 Q4	$71K	Hold	307	–	–	0.05%	175
2019 Q3	$67K	Hold	307	–	–	0.05%	174
2019 Q2	$63K	Hold	307	–	–	0.05%	166
2019 Q1	$60K	Buy	307 +136	+80%	+$23.9K	0.05%	162
2018 Q4	$27K	Buy	+171	New	+$26.7K	0.03%	183

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return