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Bickling Financial Services’s American Tower AMT Stock Holding History

Bickling Financial Services’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 		$475K Buy
2,243
+18
+0.8% +$3.75K 0.3% 64
2022
Q3 		$478K Buy
2,225
+409
+23% +$105K 0.32% 59
2022
Q2 		$464K Buy
1,816
+18
+1% +$4.52K 0.29% 64
2022
Q1 		$452K Buy
1,798
+497
+38% +$121K 0.23% 79
2021
Q4 		$381K Buy
1,301
+3
+0.2% +$820 0.18% 88
2021
Q3 		$345K Sell
1,298
-119
-8% -$33.9K 0.18% 82
2021
Q2 		$383K Buy
+1,417
New +$361K 0.17% 82

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bickling Financial Services's AMT Position: Q4 2022 in Review

Bickling Financial Services increased its American Tower (AMT) stake by 0.81% in Q4 2022, buying an estimated $3.75K and bringing the position to 2,243 shares worth $475K. The position accounts for 0.3% of the portfolio, ranked #64.

Bickling Financial Services first reported a position in AMT in Q2 2021 and has held it in 7 quarters since. The position peaked at $478K in Q3 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Bickling Financial Services held 2,243 shares of American Tower worth $475K as of Q4 2022.
  • Bickling Financial Services bought 18 American Tower shares in Q4 2022, an estimated $3.75K.
  • American Tower made up 0.3% of Bickling Financial Services's portfolio in Q4 2022, its #64 holding.
  • Bickling Financial Services first reported a position in American Tower in Q2 2021 and has held it in 7 quarters since.
  • Bickling Financial Services's American Tower position peaked at $478K in Q3 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.