First Capital Advisors Group’s American Tower AMT Stock Holding History

First Capital Advisors 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 Q2	$223K	Sell	1,148 -14	-1%	-$2.74K	0.12%	129
2023 Q1	$237K	Buy	1,162 +160	+16%	+$33.6K	0.15%	122
2022 Q4	$212K	Sell	1,002 -146	-13%	-$30.4K	0.14%	141
2022 Q3	$246K	Sell	1,148 -20	-2%	-$5.14K	0.21%	114
2022 Q2	$298K	Buy	+1,168	New	+$293K	0.2%	113
2018 Q2	–	Sell	-109	Closed	-$16K	–	200
2018 Q1	$16K	Buy	+109	New	+$15.4K	0.01%	468

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

First Capital Advisors Group's AMT Position: Q2 2023 in Review

First Capital Advisors Group reduced its American Tower (AMT) stake by 1.2% in Q2 2023, selling an estimated $2.74K and leaving 1,148 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #129.

First Capital Advisors Group first reported a position in AMT in Q1 2018 and has held it in 6 quarters since. The position peaked at $298K in Q2 2022. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

First Capital Advisors Group held 1,148 shares of American Tower worth $223K as of Q2 2023.
First Capital Advisors Group sold 14 American Tower shares in Q2 2023, an estimated $2.74K.
American Tower made up 0.12% of First Capital Advisors Group's portfolio in Q2 2023, its #129 holding.
First Capital Advisors Group first reported a position in American Tower in Q1 2018 and has held it in 6 quarters since.
First Capital Advisors Group's American Tower position peaked at $298K in Q2 2022.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.