AWA
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Alta Wealth Advisors’s American Tower AMT Stock Holding History

Alta Wealth Advisors’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
2022
Q3 		– Sell
-902
Closed -$232K – 138
2022
Q2 		$232K Buy
902
+35
+4% +$8.78K 0.16% 127
2022
Q1 		$218K Sell
867
-35
-4% -$8.54K 0.13% 137
2021
Q4 		$264K Buy
+902
New +$246K 0.16% 132

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Alta Wealth Advisors's AMT Position: Q3 2022 in Review

Alta Wealth Advisors sold out of American Tower (AMT) in Q3 2022, closing a stake of 902 shares — an estimated $232K sold.

Alta Wealth Advisors first reported a position in AMT in Q4 2021 and held it in 3 quarters. The position peaked at $264K in Q4 2021. 1,688 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • Alta Wealth Advisors reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 902 American Tower shares in Q3 2022, an estimated $232K.
  • Alta Wealth Advisors first reported a position in American Tower in Q4 2021 and held it in 3 quarters.
  • Alta Wealth Advisors's American Tower position peaked at $264K in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Alta Wealth Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.