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BerganKDV Wealth Management’s American Tower AMT Stock Holding History

BerganKDV Wealth Management’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 		$46K Sell
237
-71
-23% -$13.9K ﹤0.01% 387
2023
Q1 		$62.9K Buy
308
+46
+18% +$9.65K 0.01% 366
2022
Q4 		$55.5K Sell
262
-7
-3% -$1.46K 0.01% 369
2022
Q3 		$58K Hold
269
– – 0.01% 358
2022
Q2 		$69K Buy
269
+1
+0.4% +$251 0.01% 348
2022
Q1 		$67K Buy
268
+2
+0.8% +$488 0.01% 362
2021
Q4 		$78K Buy
266
+4
+2% +$1.09K 0.01% 363
2021
Q3 		$70K Buy
262
+133
+103% +$37.9K 0.01% 360
2021
Q2 		$35K Hold
129
– – ﹤0.01% 434
2021
Q1 		$31K Hold
129
– – ﹤0.01% 427
2020
Q4 		$29K Sell
129
-4
-3% -$930 ﹤0.01% 414
2020
Q3 		$32K Hold
133
– – 0.01% 376
2020
Q2 		$34K Buy
133
+70
+111% +$17.3K 0.01% 390
2020
Q1 		$14K Sell
63
-50
-44% -$11.6K ﹤0.01% 456
2019
Q4 		$26K Buy
113
+27
+31% +$5.88K ﹤0.01% 411
2019
Q3 		$19K Buy
+86
New +$18.8K ﹤0.01% 434
2019
Q2 		– Hold
0
– – – 526
2019
Q1 		– Hold
0
– – – 560
2018
Q4 		– Hold
0
– – – 528
2018
Q3 		– Hold
0
– – – 559

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 $3.37T AUM 44.26% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

BerganKDV Wealth Management's AMT Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its American Tower (AMT) stake by 23% in Q2 2023, selling an estimated $13.9K and leaving 237 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

BerganKDV Wealth Management first reported a position in AMT in Q3 2019 and has held it in 16 quarters since. The position peaked at $78K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • BerganKDV Wealth Management held 237 shares of American Tower worth $46K as of Q2 2023.
  • BerganKDV Wealth Management sold 71 American Tower shares in Q2 2023, an estimated $13.9K.
  • American Tower made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #387 holding.
  • BerganKDV Wealth Management first reported a position in American Tower in Q3 2019 and has held it in 16 quarters since.
  • BerganKDV Wealth Management's American Tower position peaked at $78K in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.