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AXS Investments’s American Tower AMT Stock Holding History

AXS Investments’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 		– Sell
-208
Closed -$40.3K – 369
2023
Q2 		$40.3K Sell
208
-59
-22% -$11.5K 0.01% 357
2023
Q1 		$54.6K Buy
267
+11
+4% +$2.31K 0.02% 298
2022
Q4 		$54.2K Sell
256
-1,376
-84% -$286K 0.02% 279
2022
Q3 		$350K Sell
1,632
-294
-15% -$75.5K 0.14% 177
2022
Q2 		$492K Buy
+1,926
New +$483K 0.17% 173
2021
Q2 		– Sell
-874
Closed -$209K – 159
2021
Q1 		$209K Buy
+874
New +$195K 0.07% 155

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AXS Investments's AMT Position: Q3 2023 in Review

AXS Investments sold out of American Tower (AMT) in Q3 2023, closing a stake of 208 shares — an estimated $40.3K sold.

AXS Investments first reported a position in AMT in Q1 2021 and held it in 6 quarters. The position peaked at $492K in Q2 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • AXS Investments reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 208 American Tower shares in Q3 2023, an estimated $40.3K.
  • AXS Investments first reported a position in American Tower in Q1 2021 and held it in 6 quarters.
  • AXS Investments's American Tower position peaked at $492K in Q2 2022.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.