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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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. 1,688 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.
1,688 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.