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Cavalier Investments’s American Tower AMT Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-2,625
Closed -$556K – 69
2022
Q4 		$556K Sell
2,625
-168
-6% -$35K 0.2% 84
2022
Q3 		$600K Sell
2,793
-1,001
-26% -$257K 0.22% 80
2022
Q2 		$970K Sell
3,794
-1,251
-25% -$314K 0.34% 58
2022
Q1 		$1.27M Sell
5,045
-546
-10% -$133K 0.33% 71
2021
Q4 		$1.64M Buy
5,591
+39
+0.7% +$10.7K 0.42% 76
2021
Q3 		$1.47M Buy
+5,552
New +$1.58M 0.47% 83
2020
Q3 		– Sell
-2,329
Closed -$602K – 69
2020
Q2 		$602K Sell
2,329
-3,871
-62% -$958K 0.35% 63
2020
Q1 		$1.35M Hold
6,200
– – 0.8% 35
2019
Q4 		$1.43M Buy
+6,200
New +$1.35M 0.62% 48

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cavalier Investments's AMT Position: Q1 2023 in Review

Cavalier Investments sold out of American Tower (AMT) in Q1 2023, closing a stake of 2,625 shares — an estimated $556K sold.

Cavalier Investments first reported a position in AMT in Q4 2019 and held it in 9 quarters. The position peaked at $1.64M in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Cavalier Investments reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 2,625 American Tower shares in Q1 2023, an estimated $556K.
  • Cavalier Investments first reported a position in American Tower in Q4 2019 and held it in 9 quarters.
  • Cavalier Investments's American Tower position peaked at $1.64M in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.