CIC Wealth’s American Tower AMT Stock Holding History

CIC Wealth’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	-989	Closed	-$202K	–	161
2023 Q1	$202K	Sell	989 -39	-4%	-$8.18K	0.08%	153
2022 Q4	$218K	Buy	+1,028	New	+$214K	0.09%	151

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

CIC Wealth's AMT Position: Q2 2023 in Review

CIC Wealth sold out of American Tower (AMT) in Q2 2023, closing a stake of 989 shares — an estimated $202K sold.

CIC Wealth first reported a position in AMT in Q4 2022 and held it in 2 quarters. The position peaked at $218K in Q4 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

CIC Wealth reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
CIC Wealth sold 989 American Tower shares in Q2 2023, an estimated $202K.
CIC Wealth first reported a position in American Tower in Q4 2022 and held it in 2 quarters.
CIC Wealth's American Tower position peaked at $218K in Q4 2022.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on CIC Wealth's 13F filing for Q2 2023, filed 19 Jul 2023.