First National Bank of South Miami’s American Tower AMT Stock Holding History

First National Bank of South Miami’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	$5.82K	Hold	30	–	–	﹤0.01%	226
2023 Q1	$6.13K	Hold	30	–	–	﹤0.01%	251
2022 Q4	$6K	Hold	30	–	–	﹤0.01%	252
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	255
2022 Q2	$8K	Hold	30	–	–	0.01%	264
2022 Q1	$8K	Sell	30 -8	-21%	-$1.95K	﹤0.01%	293
2021 Q4	$11K	Hold	38	–	–	0.01%	295
2021 Q3	$10K	Hold	38	–	–	0.01%	277
2021 Q2	$10K	Hold	38	–	–	0.01%	274
2021 Q1	$9K	Hold	38	–	–	0.01%	264
2020 Q4	$9K	Buy	38 +8	+27%	+$1.86K	0.01%	244
2020 Q3	$7K	Hold	30	–	–	0.01%	237
2020 Q2	$8K	Hold	30	–	–	0.01%	235
2020 Q1	$7K	Hold	30	–	–	0.01%	227
2019 Q4	$7K	Hold	30	–	–	0.01%	238
2019 Q3	$7K	Hold	30	–	–	0.01%	255
2019 Q2	$6K	Buy	+30	New	+$6.03K	0.01%	260

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 $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 $344B AUM 42.99% 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 National Bank of South Miami's AMT Position: Q2 2023 in Review

First National Bank of South Miami held its American Tower (AMT) position steady in Q2 2023 at 30 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

First National Bank of South Miami first reported a position in AMT in Q2 2019 and has held it in 17 quarters since. The position peaked at $11K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

First National Bank of South Miami held 30 shares of American Tower worth $5.82K as of Q2 2023.
First National Bank of South Miami left its American Tower share count unchanged in Q2 2023.
American Tower made up ﹤0.01% of First National Bank of South Miami's portfolio in Q2 2023, its #226 holding.
First National Bank of South Miami first reported a position in American Tower in Q2 2019 and has held it in 17 quarters since.
First National Bank of South Miami's American Tower position peaked at $11K in Q4 2021.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.