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Compton Wealth Advisory Group’s American Tower AMT Stock Holding History

Compton Wealth Advisory Group’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
-3,150
Closed -$667K – 92
2022
Q4 		$667K Sell
3,150
-605
-16% -$126K 0.26% 62
2022
Q3 		$806K Buy
3,755
+67
+2% +$17.2K 0.34% 58
2022
Q2 		$943K Buy
3,688
+25
+0.7% +$6.27K 0.41% 54
2022
Q1 		$920K Buy
3,663
+66
+2% +$16.1K 0.35% 58
2021
Q4 		$1.05M Buy
3,597
+679
+23% +$185K 0.45% 51
2021
Q3 		$775K Sell
2,918
-225
-7% -$64.1K 0.36% 52
2021
Q2 		$849K Buy
3,143
+21
+0.7% +$5.35K 0.4% 49
2021
Q1 		$746K Buy
3,122
+248
+9% +$55.2K 0.43% 46
2020
Q4 		$645K Sell
2,874
-352
-11% -$81.8K 0.4% 43
2020
Q3 		$780K Hold
3,226
– – 0.58% 44
2020
Q2 		$834K Sell
3,226
-650
-17% -$161K 0.89% 34
2020
Q1 		$844K Sell
3,876
-477
-11% -$111K 1.09% 32
2019
Q4 		$1M Hold
4,353
– – 0.88% 36
2019
Q3 		$963K Buy
4,353
+2,350
+117% +$513K 0.53% 38
2019
Q2 		$410K Hold
2,003
– – 0.21% 54
2019
Q1 		$395K Hold
2,003
– – 0.21% 56
2018
Q4 		$317K Buy
+2,003
New +$313K 0.16% 62

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

Compton Wealth Advisory Group's AMT Position: Q1 2023 in Review

Compton Wealth Advisory Group sold out of American Tower (AMT) in Q1 2023, closing a stake of 3,150 shares — an estimated $667K sold.

Compton Wealth Advisory Group first reported a position in AMT in Q4 2018 and held it in 17 quarters. The position peaked at $1.05M in Q4 2021. 1,701 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Compton Wealth Advisory Group reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 3,150 American Tower shares in Q1 2023, an estimated $667K.
  • Compton Wealth Advisory Group first reported a position in American Tower in Q4 2018 and held it in 17 quarters.
  • Compton Wealth Advisory Group's American Tower position peaked at $1.05M in Q4 2021.
  • 1,701 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2023, filed 26 Apr 2023.