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Balasa Dinverno & Foltz’s American Tower AMT Stock Holding History

Balasa Dinverno & Foltz’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
-888
Closed -$227K – 337
2022
Q2 		$227K Buy
888
+2
+0.2% +$502 0.01% 308
2022
Q1 		$223K Sell
886
-98
-10% -$23.9K 0.02% 320
2021
Q4 		$288K Sell
984
-16
-2% -$4.37K 0.02% 277
2021
Q3 		$265K Buy
1,000
+117
+13% +$33.4K 0.02% 280
2021
Q2 		$239K Buy
883
+27
+3% +$6.88K 0.02% 297
2021
Q1 		$205K Buy
+856
New +$191K 0.02% 297
2020
Q3 		– Sell
-797
Closed -$206K – 260
2020
Q2 		$206K Buy
+797
New +$197K 0.02% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Balasa Dinverno & Foltz's AMT Position: Q3 2022 in Review

Balasa Dinverno & Foltz sold out of American Tower (AMT) in Q3 2022, closing a stake of 888 shares — an estimated $227K sold.

Balasa Dinverno & Foltz first reported a position in AMT in Q2 2020 and held it in 7 quarters. The position peaked at $288K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • Balasa Dinverno & Foltz reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 888 American Tower shares in Q3 2022, an estimated $227K.
  • Balasa Dinverno & Foltz first reported a position in American Tower in Q2 2020 and held it in 7 quarters.
  • Balasa Dinverno & Foltz's American Tower position peaked at $288K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.