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BNC Wealth Management’s American Tower AMT Stock Holding History

BNC 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 		– Sell
-1,353
Closed -$276K – 101
2023
Q1 		$276K Buy
+1,353
New +$284K 0.15% 91
2022
Q4 		– Sell
-8,140
Closed -$1.75M – 106
2022
Q3 		$1.75M Buy
8,140
+65
+0.8% +$16.7K 1.06% 33
2022
Q2 		$2.06M Buy
+8,075
New +$2.03M 1.08% 29
2021
Q1 		– Sell
-4,484
Closed -$1.01M – 81
2020
Q4 		$1.01M Buy
4,484
+38
+0.9% +$8.83K 0.64% 55
2020
Q3 		$1.07M Buy
+4,446
New +$1.13M 0.76% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

BNC Wealth Management sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,353 shares — an estimated $276K sold.

BNC Wealth Management first reported a position in AMT in Q3 2020 and held it in 5 quarters. The position peaked at $2.06M in Q2 2022. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • BNC Wealth Management reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • BNC Wealth Management sold 1,353 American Tower shares in Q2 2023, an estimated $276K.
  • BNC Wealth Management first reported a position in American Tower in Q3 2020 and held it in 5 quarters.
  • BNC Wealth Management's American Tower position peaked at $2.06M in Q2 2022.
  • 1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on BNC Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.