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Advisor Partners II’s American Tower AMT Stock Holding History

Advisor Partners II’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
Q3 		$2.15M Sell
13,046
-466
-3% -$85.1K 0.09% 254
2023
Q2 		$2.62M Buy
13,512
+329
+2% +$64.3K 0.12% 160
2023
Q1 		$2.69M Sell
13,183
-885
-6% -$186K 0.15% 133
2022
Q4 		$2.98M Sell
14,068
-2,052
-13% -$427K 0.19% 115
2022
Q3 		$3.46M Buy
+16,120
New +$4.14M 0.26% 74

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisor Partners II's AMT Position: Q3 2023 in Review

Advisor Partners II reduced its American Tower (AMT) stake by 3.4% in Q3 2023, selling an estimated $85.1K and leaving 13,046 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #254.

Advisor Partners II first reported a position in AMT in Q3 2022 and has held it in 5 quarters since. The position peaked at $3.46M in Q3 2022. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Advisor Partners II held 13,046 shares of American Tower worth $2.15M as of Q3 2023.
  • Advisor Partners II sold 466 American Tower shares in Q3 2023, an estimated $85.1K.
  • American Tower made up 0.09% of Advisor Partners II's portfolio in Q3 2023, its #254 holding.
  • Advisor Partners II first reported a position in American Tower in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's American Tower position peaked at $3.46M in Q3 2022.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.