FCG
AMT icon

Financial Connections Group’s American Tower AMT Stock Holding History

Financial Connections Group’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
Q3 		– Sell
-105
Closed -$20K – 128
2023
Q2 		$20K Buy
105
+42
+67% +$8.21K 0.01% 150
2023
Q1 		$12K Sell
63
-135
-68% -$28.3K 0.01% 160
2022
Q4 		$41K Buy
198
+63
+47% +$13.1K 0.03% 92
2022
Q3 		$28K Sell
135
-137
-50% -$35.2K 0.02% 97
2022
Q2 		$69K Sell
272
-30
-10% -$7.53K 0.06% 87
2022
Q1 		$75K Hold
302
– – 0.08% 81
2021
Q4 		$88K Buy
+302
New +$82.5K 0.09% 78

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Financial Connections Group's AMT Position: Q3 2023 in Review

Financial Connections Group sold out of American Tower (AMT) in Q3 2023, closing a stake of 105 shares — an estimated $20K sold.

Financial Connections Group first reported a position in AMT in Q4 2021 and held it in 7 quarters. The position peaked at $88K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Financial Connections Group reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Financial Connections Group sold 105 American Tower shares in Q3 2023, an estimated $20K.
  • Financial Connections Group first reported a position in American Tower in Q4 2021 and held it in 7 quarters.
  • Financial Connections Group's American Tower position peaked at $88K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Financial Connections Group's 13F filing for Q3 2023, filed 6 Nov 2023.