Cardiff Park Advisors’s American Tower AMT Stock Holding History

Cardiff Park 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 Q3	–	Sell	-959	Closed	-$245K	–	317
2022 Q2	$245K	Sell	959 -9	-0.9%	-$2.26K	0.04%	214
2022 Q1	$243K	Buy	968 +5	+0.5%	+$1.22K	0.03%	205
2021 Q4	$282K	Buy	+963	New	+$263K	0.04%	196

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Cardiff Park Advisors's AMT Position: Q3 2022 in Review

Cardiff Park Advisors sold out of American Tower (AMT) in Q3 2022, closing a stake of 959 shares — an estimated $245K sold.

Cardiff Park Advisors first reported a position in AMT in Q4 2021 and held it in 3 quarters. The position peaked at $282K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Cardiff Park Advisors reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Cardiff Park Advisors sold 959 American Tower shares in Q3 2022, an estimated $245K.
Cardiff Park Advisors first reported a position in American Tower in Q4 2021 and held it in 3 quarters.
Cardiff Park Advisors's American Tower position peaked at $282K in Q4 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Cardiff Park Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.