AJ Wealth Strategies’s American Tower AMT Stock Holding History

AJ Wealth Strategies’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	$247K	Buy	1,272 +57	+5%	+$11.1K	0.01%	259
2023 Q1	$248K	Buy	1,215 +3	+0.2%	+$629	0.01%	253
2022 Q4	$257K	Buy	1,212 +110	+10%	+$22.9K	0.01%	249
2022 Q3	$237K	Buy	1,102 +320	+41%	+$82.2K	0.01%	262
2022 Q2	$200K	Sell	782 -2,003	-72%	-$503K	0.01%	279
2022 Q1	$700K	Hold	2,785	–	–	0.03%	167
2021 Q4	$815K	Buy	2,785 +922	+49%	+$252K	0.04%	153
2021 Q3	$494K	Hold	1,863	–	–	0.03%	193
2021 Q2	$503K	Hold	1,863	–	–	0.03%	179
2021 Q1	$445K	Buy	+1,863	New	+$415K	0.03%	174

Other funds holding AMT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AJ Wealth Strategies's AMT Position: Q2 2023 in Review

AJ Wealth Strategies increased its American Tower (AMT) stake by 4.7% in Q2 2023, buying an estimated $11.1K and bringing the position to 1,272 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #259.

AJ Wealth Strategies first reported a position in AMT in Q1 2021 and has held it in 10 quarters since. The position peaked at $815K in Q4 2021. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

AJ Wealth Strategies held 1,272 shares of American Tower worth $247K as of Q2 2023.
AJ Wealth Strategies bought 57 American Tower shares in Q2 2023, an estimated $11.1K.
American Tower made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #259 holding.
AJ Wealth Strategies first reported a position in American Tower in Q1 2021 and has held it in 10 quarters since.
AJ Wealth Strategies's American Tower position peaked at $815K in Q4 2021.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.