Blue Bell Private Wealth Management’s American Tower AMT Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-72	Closed	-$18K	–	743
2022 Q2	$18K	Hold	72	–	–	0.01%	322
2022 Q1	$18K	Buy	+72	New	+$17.6K	0.01%	334

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Blue Bell Private Wealth Management's AMT Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of American Tower (AMT) in Q3 2022, closing a stake of 72 shares — an estimated $18K sold.

Blue Bell Private Wealth Management first reported a position in AMT in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 72 American Tower shares in Q3 2022, an estimated $18K.
Blue Bell Private Wealth Management first reported a position in American Tower in Q1 2022 and held it in 2 quarters.
Blue Bell Private Wealth Management's American Tower position peaked at $18K in Q2 2022.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.