CM Wealth Advisors’s American Tower AMT Stock Holding History

CM Wealth Advisors’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 Q3	–	Sell	-1,508	Closed	-$285K	–	85
2023 Q2	$285K	Sell	1,508 -9,131	-86%	-$1.79M	0.09%	109
2023 Q1	$2.15M	Buy	+10,639	New	+$2.23M	0.42%	46

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CM Wealth Advisors's AMT Position: Q3 2023 in Review

CM Wealth Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,508 shares — an estimated $285K sold.

CM Wealth Advisors first reported a position in AMT in Q1 2023 and held it in 2 quarters. The position peaked at $2.15M in Q1 2023. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

CM Wealth Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 1,508 American Tower shares in Q3 2023, an estimated $285K.
CM Wealth Advisors first reported a position in American Tower in Q1 2023 and held it in 2 quarters.
CM Wealth Advisors's American Tower position peaked at $2.15M in Q1 2023.
1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.