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Aspen Wealth Strategies’s American Tower AMT Stock Holding History

Aspen 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
Q1 		– Sell
-1,024
Closed -$217K – 79
2022
Q4 		$217K Buy
+1,024
New +$213K 0.17% 70

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aspen Wealth Strategies's AMT Position: Q1 2023 in Review

Aspen Wealth Strategies sold out of American Tower (AMT) in Q1 2023, closing a stake of 1,024 shares — an estimated $217K sold.

Aspen Wealth Strategies first reported a position in AMT in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Aspen Wealth Strategies reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Aspen Wealth Strategies sold 1,024 American Tower shares in Q1 2023, an estimated $217K.
  • Aspen Wealth Strategies first reported a position in American Tower in Q4 2022 and held it in 1 quarter.
  • Aspen Wealth Strategies's American Tower position peaked at $217K in Q4 2022.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Aspen Wealth Strategies's 13F filing for Q1 2023, filed 12 May 2023.