Financial Architects (New Jersey)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $243K | Buy |
1,254
+2
| +0.2% | +$391 | 0.04% | 290 |
|
|
2023
Q1 | $256K | Buy |
1,252
+42
| +3% | +$8.81K | 0.04% | 279 |
|
|
2022
Q4 | $256K | Sell |
1,210
-47
| -4% | -$9.78K | 0.04% | 286 |
|
|
2022
Q3 | $270K | Sell |
1,257
-80
| -6% | -$20.6K | 0.05% | 261 |
|
|
2022
Q2 | $342K | Buy |
1,337
+207
| +18% | +$51.9K | 0.44% | 37 |
|
|
2022
Q1 | $284K | Sell |
1,130
-248
| -18% | -$60.5K | 0.04% | 274 |
|
|
2021
Q4 | $403K | Sell |
1,378
-1,282
| -48% | -$350K | 0.05% | 229 |
|
|
2021
Q3 | $706K | Buy |
2,660
+830
| +45% | +$237K | 0.1% | 162 |
|
|
2021
Q2 | $494K | Buy |
1,830
+635
| +53% | +$162K | 0.07% | 207 |
|
|
2021
Q1 | $286K | Sell |
1,195
-366
| -23% | -$81.5K | 0.04% | 260 |
|
|
2020
Q4 | $350K | Sell |
1,561
-1,338
| -46% | -$311K | 0.06% | 206 |
|
|
2020
Q3 | $701K | Buy |
2,899
+196
| +7% | +$49.7K | 0.15% | 125 |
|
|
2020
Q2 | $699K | Sell |
2,703
-800
| -23% | -$198K | 0.16% | 119 |
|
|
2020
Q1 | $763K | Sell |
3,503
-563
| -14% | -$131K | 0.21% | 93 |
|
|
2019
Q4 | $935K | Sell |
4,066
-106
| -3% | -$23.1K | 0.2% | 99 |
|
|
2019
Q3 | $923K | Buy |
4,172
+26
| +0.6% | +$5.67K | 0.22% | 94 |
|
|
2019
Q2 | $848K | Sell |
4,146
-75
| -2% | -$15.1K | 0.16% | 111 |
|
|
2019
Q1 | $832K | Sell |
4,221
-352
| -8% | -$61.7K | 0.14% | 119 |
|
|
2018
Q4 | $724K | Buy |
4,573
+574
| +14% | +$89.7K | 0.14% | 121 |
|
|
2018
Q3 | $581K | Buy |
3,999
+1,321
| +49% | +$194K | 0.09% | 162 |
|
|
2018
Q2 | $386K | Buy |
2,678
+466
| +21% | +$64.7K | 0.07% | 190 |
|
|
2018
Q1 | $322K | Buy |
2,212
+340
| +18% | +$47.9K | 0.06% | 213 |
|
|
2017
Q4 | $268K | Buy |
1,872
+697
| +59% | +$99.5K | 0.04% | 273 |
|
|
2017
Q3 | $161K | Buy |
1,175
+70
| +6% | +$9.74K | 0.03% | 385 |
|
|
2017
Q2 | $146K | Hold |
1,105
| – | – | 0.03% | 387 |
|
|
2017
Q1 | $134K | Sell |
1,105
-116
| -10% | -$12.8K | 0.02% | 389 |
|
|
2016
Q4 | $129K | Sell |
1,221
-81
| -6% | -$8.8K | 0.03% | 334 |
|
|
2016
Q3 | $148K | Buy |
1,302
+13
| +1% | +$1.49K | 0.04% | 311 |
|
|
2016
Q2 | $147K | Buy |
1,289
+173
| +16% | +$18.4K | 0.04% | 304 |
|
|
2016
Q1 | $114K | Buy |
+1,116
| New | +$104K | 0.04% | 254 |
|
|
2015
Q3 | – | Sell |
-1,109
| Closed | -$103K | – | 242 |
|
|
2015
Q2 | $103K | Sell |
1,109
-130
| -10% | -$12.3K | 0.04% | 298 |
|
|
2015
Q1 | $117K | Buy |
1,239
+30
| +2% | +$2.92K | 0.05% | 260 |
|
|
2014
Q4 | $120K | Buy |
+1,209
| New | +$119K | 0.05% | 227 |
|
|
2014
Q3 | – | Sell |
-1,101
| Closed | -$99K | – | 885 |
|
|
2014
Q2 | $99K | Buy |
+1,101
| New | +$95.2K | 0.05% | 228 |
|
|
2013
Q4 | – | Sell |
-1,484
| Closed | -$109K | – | 171 |
|
|
2013
Q3 | $109K | Buy |
1,484
+100
| +7% | +$7.22K | 0.07% | 173 |
|
|
2013
Q2 | $101K | Buy |
+1,384
| New | +$110K | 0.07% | 168 |
|
Other funds holding AMT
ACM
Financial Architects (New Jersey)'s AMT Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its American Tower (AMT) stake by 0.16% in Q2 2023, buying an estimated $391 and bringing the position to 1,254 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #290.
Financial Architects (New Jersey) first reported a position in AMT in Q2 2013 and has held it in 36 quarters since. The position peaked at $935K in Q4 2019. 1,685 funds tracked by Wall St. Rank hold AMT as of Q2 2023.
- Financial Architects (New Jersey) held 1,254 shares of American Tower worth $243K as of Q2 2023.
- Financial Architects (New Jersey) bought 2 American Tower shares in Q2 2023, an estimated $391.
- American Tower made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #290 holding.
- Financial Architects (New Jersey) first reported a position in American Tower in Q2 2013 and has held it in 36 quarters since.
- Financial Architects (New Jersey)'s American Tower position peaked at $935K in Q4 2019.
- 1,685 funds tracked by Wall St. Rank held American Tower as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.