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CAZ Investments’s American Tower AMT Stock Holding History

CAZ 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
-2,400
Closed -$508K – 46
2022
Q4 		$508K Hold
2,400
– – 0.91% 18
2022
Q3 		$515K Hold
2,400
– – 2.16% 15
2022
Q2 		$613K Hold
2,400
– – 1.88% 16
2022
Q1 		$603K Hold
2,400
– – 0.34% 24
2021
Q4 		$702K Hold
2,400
– – 0.4% 18
2021
Q3 		$637K Hold
2,400
– – 0.23% 23
2021
Q2 		$648K Hold
2,400
– – 0.21% 26
2021
Q1 		$574K Buy
+2,400
New +$534K 0.25% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CAZ Investments's AMT Position: Q1 2023 in Review

CAZ Investments sold out of American Tower (AMT) in Q1 2023, closing a stake of 2,400 shares — an estimated $508K sold.

CAZ Investments first reported a position in AMT in Q1 2021 and held it in 8 quarters. The position peaked at $702K in Q4 2021. 1,701 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • CAZ Investments reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • CAZ Investments sold 2,400 American Tower shares in Q1 2023, an estimated $508K.
  • CAZ Investments first reported a position in American Tower in Q1 2021 and held it in 8 quarters.
  • CAZ Investments's American Tower position peaked at $702K in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on CAZ Investments's 13F filing for Q1 2023, filed 15 May 2023.