Capital Directions Investment Advisors’s American Tower AMT Stock Holding History

Capital Directions Investment Advisors’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	$15.9K	Buy	+75	New	+$15.6K	0.01%	192
2022 Q3	–	Sell	-75	Closed	-$19.3K	–	168
2022 Q2	$19K	Sell	75 -155	-67%	-$38.9K	0.01%	176
2022 Q1	$58K	Buy	+230	New	+$56.1K	0.02%	136
2021 Q4	–	Sell	-83	Closed	-$22K	–	73
2021 Q3	$22K	Buy	+83	New	+$23.7K	0.01%	186

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Directions Investment Advisors's AMT Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in American Tower (AMT) in Q4 2022: 75 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in AMT as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in AMT in Q3 2021 and has held it in 4 quarters since. The position peaked at $58K in Q1 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Capital Directions Investment Advisors held 75 shares of American Tower worth $15.9K as of Q4 2022.
American Tower was a new Capital Directions Investment Advisors position in Q4 2022.
American Tower made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #192 holding.
Capital Directions Investment Advisors first reported a position in American Tower in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's American Tower position peaked at $58K in Q1 2022.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.