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BDO Wealth Advisors’s American Tower AMT Stock Holding History

BDO 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
2023
Q2 		$177K Buy
911
+111
+14% +$21.7K 0.02% 275
2023
Q1 		$164K Sell
800
-115
-13% -$24.1K 0.02% 267
2022
Q4 		$194K Hold
915
– – 0.02% 260
2022
Q3 		$196K Hold
915
– – 0.03% 250
2022
Q2 		$234K Hold
915
– – 0.03% 236
2022
Q1 		$230K Buy
915
+1
+0.1% +$244 0.02% 252
2021
Q4 		$267K Sell
914
-270
-23% -$73.8K 0.03% 245
2021
Q3 		$314K Hold
1,184
– – 0.03% 227
2021
Q2 		$320K Hold
1,184
– – 0.04% 234
2021
Q1 		$283K Sell
1,184
-585
-33% -$130K 0.03% 240
2020
Q4 		$397K Sell
1,769
-11
-0.6% -$2.56K 0.06% 165
2020
Q3 		$430K Buy
1,780
+169
+10% +$42.8K 0.07% 143
2020
Q2 		$416K Hold
1,611
– – 0.07% 137
2020
Q1 		$351K Buy
1,611
+1,563
+3,256% +$364K 0.07% 148
2019
Q4 		$11K Buy
48
+1
+2% +$218 ﹤0.01% 423
2019
Q3 		$10K Hold
47
– – ﹤0.01% 456
2019
Q2 		$10K Hold
47
– – ﹤0.01% 445
2019
Q1 		$9K Sell
47
-100
-68% -$17.5K ﹤0.01% 431
2018
Q4 		$23K Hold
147
– – 0.01% 324
2018
Q3 		$21K Hold
147
– – 0.01% 375
2018
Q2 		$21K Buy
147
+22
+18% +$3.06K 0.01% 379
2018
Q1 		$18K Buy
125
+18
+17% +$2.54K 0.01% 335
2017
Q4 		$15K Buy
107
+7
+7% +$999 0.01% 295
2017
Q3 		$14K Sell
100
-24
-19% -$3.34K 0.01% 283
2017
Q2 		$16K Buy
+124
New +$15.9K 0.01% 321

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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

BDO Wealth Advisors's AMT Position: Q2 2023 in Review

BDO Wealth Advisors increased its American Tower (AMT) stake by 14% in Q2 2023, buying an estimated $21.7K and bringing the position to 911 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #275.

BDO Wealth Advisors first reported a position in AMT in Q2 2017 and has held it in 25 quarters since. The position peaked at $430K in Q3 2020. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • BDO Wealth Advisors held 911 shares of American Tower worth $177K as of Q2 2023.
  • BDO Wealth Advisors bought 111 American Tower shares in Q2 2023, an estimated $21.7K.
  • American Tower made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #275 holding.
  • BDO Wealth Advisors first reported a position in American Tower in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's American Tower position peaked at $430K in Q3 2020.
  • 1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.