Fiducient Advisors’s American Tower AMT Stock Holding History

Fiducient 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 Q1	–	Sell	-9,423	Closed	-$2M	–	60
2022 Q4	$2M	Buy	+9,423	New	+$1.96M	0.59%	22

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

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

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

ACM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fiducient Advisors's AMT Position: Q1 2023 in Review

Fiducient Advisors sold out of American Tower (AMT) in Q1 2023, closing a stake of 9,423 shares — an estimated $2M sold.

Fiducient Advisors first reported a position in AMT in Q4 2022 and held it in 1 quarter. The position peaked at $2M in Q4 2022. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

Fiducient Advisors reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
Fiducient Advisors sold 9,423 American Tower shares in Q1 2023, an estimated $2M.
Fiducient Advisors first reported a position in American Tower in Q4 2022 and held it in 1 quarter.
Fiducient Advisors's American Tower position peaked at $2M in Q4 2022.
1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.