CGC Financial Services’s American Tower AMT Stock Holding History

CGC Financial Services’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
2026 Q2	$5.23K	Hold	32	–	–	﹤0.01%	258
2026 Q1	$5.52K	Hold	32	–	–	﹤0.01%	247
2025 Q4	$5.62K	Hold	32	–	–	﹤0.01%	260
2025 Q3	$6.15K	Hold	32	–	–	﹤0.01%	253
2025 Q2	$7.07K	Sell	32 -5	-14%	-$1.08K	﹤0.01%	235
2025 Q1	$8.05K	Hold	37	–	–	﹤0.01%	212
2024 Q4	$6.79K	Hold	37	–	–	﹤0.01%	225
2024 Q3	$8.61K	Hold	37	–	–	﹤0.01%	212
2024 Q2	$7.19K	Hold	37	–	–	﹤0.01%	219
2024 Q1	$7.31K	Buy	37 +32	+640%	+$6.37K	﹤0.01%	228
2023 Q4	$1.08K	Hold	5	–	–	﹤0.01%	312
2023 Q3	$822	Hold	5	–	–	﹤0.01%	278
2023 Q2	$970	Buy	+5	New	+$978	﹤0.01%	297

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return