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Endowment Wealth Management’s American Tower AMT Stock Holding History

Endowment 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
Q4 		– Sell
-1,013
Closed -$218K – 132
2022
Q3 		$218K Buy
1,013
+35
+4% +$8.99K 0.26% 97
2022
Q2 		$250K Buy
978
+28
+3% +$7.03K 0.3% 84
2022
Q1 		$239K Buy
950
+119
+14% +$29K 0.25% 95
2021
Q4 		$243K Buy
+831
New +$227K 0.25% 86

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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

Endowment Wealth Management's AMT Position: Q4 2022 in Review

Endowment Wealth Management sold out of American Tower (AMT) in Q4 2022, closing a stake of 1,013 shares — an estimated $218K sold.

Endowment Wealth Management first reported a position in AMT in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q2 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Endowment Wealth Management reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 1,013 American Tower shares in Q4 2022, an estimated $218K.
  • Endowment Wealth Management first reported a position in American Tower in Q4 2021 and held it in 4 quarters.
  • Endowment Wealth Management's American Tower position peaked at $250K in Q2 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Endowment Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.