Endurance Wealth Management’s American Tower AMT Stock Holding History

Endurance 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
2023 Q2	$294K	Hold	1,518	–	–	0.04%	161
2023 Q1	$310K	Hold	1,518	–	–	0.04%	159
2022 Q4	$322K	Hold	1,518	–	–	0.05%	144
2022 Q3	$326K	Hold	1,518	–	–	0.05%	144
2022 Q2	$388K	Hold	1,518	–	–	0.06%	141
2022 Q1	$381K	Sell	1,518 -500	-25%	-$122K	0.05%	154
2021 Q4	$590K	Hold	2,018	–	–	0.06%	136
2021 Q3	$536K	Hold	2,018	–	–	0.06%	141
2021 Q2	$545K	Hold	2,018	–	–	0.06%	143
2021 Q1	$482K	Hold	2,018	–	–	0.06%	148
2020 Q4	$453K	Hold	2,018	–	–	0.06%	146
2020 Q3	$488K	Hold	2,018	–	–	0.07%	129
2020 Q2	$522K	Hold	2,018	–	–	0.09%	124
2020 Q1	$439K	Buy	2,018 +1,998	+9,990%	+$465K	0.08%	127
2019 Q4	$5K	Buy	+20	New	+$4.36K	﹤0.01%	457
2019 Q3	–	Sell	-34	Closed	-$7K	–	526
2019 Q2	$7K	Hold	34	–	–	﹤0.01%	400
2019 Q1	$7K	Hold	34	–	–	﹤0.01%	398
2018 Q4	$5K	Buy	+34	New	+$5.32K	﹤0.01%	412

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Endurance Wealth Management's AMT Position: Q2 2023 in Review

Endurance Wealth Management held its American Tower (AMT) position steady in Q2 2023 at 1,518 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #161.

Endurance Wealth Management first reported a position in AMT in Q4 2018 and has held it in 18 quarters since. The position peaked at $590K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Endurance Wealth Management held 1,518 shares of American Tower worth $294K as of Q2 2023.
Endurance Wealth Management left its American Tower share count unchanged in Q2 2023.
American Tower made up 0.04% of Endurance Wealth Management's portfolio in Q2 2023, its #161 holding.
Endurance Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 18 quarters since.
Endurance Wealth Management's American Tower position peaked at $590K in Q4 2021.
1,685 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.