Bellwether Advisors’s American Tower AMT Stock Holding History

Bellwether 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 Q4	–	Sell	-30	Closed	-$6K	–	451
2022 Q3	$6K	Buy	+30	New	+$7.71K	﹤0.01%	300

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bellwether Advisors's AMT Position: Q4 2022 in Review

Bellwether Advisors sold out of American Tower (AMT) in Q4 2022, closing a stake of 30 shares — an estimated $6K sold.

Bellwether Advisors first reported a position in AMT in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Bellwether Advisors reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 30 American Tower shares in Q4 2022, an estimated $6K.
Bellwether Advisors first reported a position in American Tower in Q3 2022 and held it in 1 quarter.
Bellwether Advisors's American Tower position peaked at $6K in Q3 2022.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.