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Curi Wealth Management’s American Tower AMT Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1,555
Closed -$398K – 207
2022
Q2 		$398K Buy
1,555
+31
+2% +$7.78K 0.08% 74
2022
Q1 		$383K Buy
1,524
+302
+25% +$73.7K 0.07% 71
2021
Q4 		$357K Sell
1,222
-1
-0.1% -$273 0.06% 80
2021
Q3 		$324K Hold
1,223
– – 0.15% 60
2021
Q2 		$330K Buy
1,223
+7
+0.6% +$1.78K 0.17% 64
2021
Q1 		$290K Buy
1,216
+18
+2% +$4.01K 0.18% 67
2020
Q4 		$268K Buy
+1,198
New +$279K 0.19% 69

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Curi Wealth Management's AMT Position: Q3 2022 in Review

Curi Wealth Management sold out of American Tower (AMT) in Q3 2022, closing a stake of 1,555 shares — an estimated $398K sold.

Curi Wealth Management first reported a position in AMT in Q4 2020 and held it in 7 quarters. The position peaked at $398K in Q2 2022. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • Curi Wealth Management reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,555 American Tower shares in Q3 2022, an estimated $398K.
  • Curi Wealth Management first reported a position in American Tower in Q4 2020 and held it in 7 quarters.
  • Curi Wealth Management's American Tower position peaked at $398K in Q2 2022.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.