Claraphi Advisory Network’s American Tower AMT Stock Holding History

Claraphi Advisory Network’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 Q4	–	Sell	-5,010	Closed	-$1.08M	–	161
2022 Q3	$1.08M	Buy	+5,010	New	+$1.29M	0.58%	38
2020 Q4	–	Sell	-939	Closed	-$227K	–	282
2020 Q3	$227K	Sell	939 -689	-42%	-$175K	0.08%	207
2020 Q2	$421K	Buy	1,628 +524	+47%	+$130K	0.18%	118
2020 Q1	$240K	Buy	+1,104	New	+$257K	0.11%	161
2019 Q4	–	Sell	-1,001	Closed	-$221K	–	205
2019 Q3	$221K	Buy	+1,001	New	+$218K	0.13%	176

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Claraphi Advisory Network's AMT Position: Q4 2022 in Review

Claraphi Advisory Network sold out of American Tower (AMT) in Q4 2022, closing a stake of 5,010 shares — an estimated $1.08M sold.

Claraphi Advisory Network first reported a position in AMT in Q3 2019 and held it in 5 quarters. The position peaked at $1.08M in Q3 2022. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Claraphi Advisory Network reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
Claraphi Advisory Network sold 5,010 American Tower shares in Q4 2022, an estimated $1.08M.
Claraphi Advisory Network first reported a position in American Tower in Q3 2019 and held it in 5 quarters.
Claraphi Advisory Network's American Tower position peaked at $1.08M in Q3 2022.
1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.