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Capitol Family Office’s American Tower AMT Stock Holding History

Capitol Family Office’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
-11,221
Closed -$2.29M – 15
2023
Q1 		$2.29M Sell
11,221
-362
-3% -$76K 4.52% 9
2022
Q4 		$2.45M Sell
11,583
-357
-3% -$74.3K 4.97% 9
2022
Q3 		$2.56M Sell
11,940
-114
-0.9% -$29.3K 3.85% 6
2022
Q2 		$3.08M Buy
12,054
+160
+1% +$40.1K 3.17% 7
2022
Q1 		$2.99M Buy
11,894
+3,993
+51% +$974K 2.41% 13
2021
Q4 		$2.31M Buy
+7,901
New +$2.16M 1.59% 14

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

Capitol Family Office's AMT Position: Q2 2023 in Review

Capitol Family Office sold out of American Tower (AMT) in Q2 2023, closing a stake of 11,221 shares — an estimated $2.29M sold.

Capitol Family Office first reported a position in AMT in Q4 2021 and held it in 6 quarters. The position peaked at $3.08M in Q2 2022. 1,685 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Capitol Family Office reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Capitol Family Office sold 11,221 American Tower shares in Q2 2023, an estimated $2.29M.
  • Capitol Family Office first reported a position in American Tower in Q4 2021 and held it in 6 quarters.
  • Capitol Family Office's American Tower position peaked at $3.08M in Q2 2022.
  • 1,685 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Capitol Family Office's 13F filing for Q2 2023, filed 17 Jul 2023.