Briaud Financial Planning’s American Tower AMT Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-42	Closed	-$6K	–	20
2023 Q3	$6K	Buy	+42	New	+$7.67K	﹤0.01%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Briaud Financial Planning's AMT Position: Q4 2023 in Review

Briaud Financial Planning sold out of American Tower (AMT) in Q4 2023, closing a stake of 42 shares — an estimated $6K sold.

Briaud Financial Planning first reported a position in AMT in Q3 2023 and held it in 1 quarter. The position peaked at $6K in Q3 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Briaud Financial Planning reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 42 American Tower shares in Q4 2023, an estimated $6K.
Briaud Financial Planning first reported a position in American Tower in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's American Tower position peaked at $6K in Q3 2023.
1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.