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Foster Victor Wealth Advisors’s American Tower AMT Stock Holding History

Foster Victor Wealth 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
Q3 		– Sell
-81,252
Closed -$16.1M – 161
2023
Q2 		$16.1M Buy
81,252
+15,303
+23% +$2.99M 1.79% 13
2023
Q1 		$13.4M Buy
65,949
+6,917
+12% +$1.45M 1.63% 22
2022
Q4 		$12.9M Buy
59,032
+7,155
+14% +$1.49M 1.64% 18
2022
Q3 		$10.5M Buy
51,877
+2,200
+4% +$565K 1.54% 25
2022
Q2 		$12.8M Sell
49,677
-9,218
-16% -$2.31M 1.91% 5
2022
Q1 		$15.8M Buy
58,895
+3,344
+6% +$816K 2.17% 5
2021
Q4 		$14.4M Buy
55,551
+4,697
+9% +$1.28M 1.96% 12
2021
Q3 		$13.5M Buy
50,854
+3,040
+6% +$867K 2.16% 8
2021
Q2 		$12.9M Buy
47,814
+2,911
+6% +$742K 2.16% 9
2021
Q1 		$10.9M Buy
44,903
+8,621
+24% +$1.92M 2.03% 13
2020
Q4 		$8.14M Buy
36,282
+10,074
+38% +$2.34M 1.86% 16
2020
Q3 		$6.33M Buy
26,208
+6,372
+32% +$1.62M 1.72% 16
2020
Q2 		$5.13M Buy
19,836
+4,684
+31% +$1.16M 1.7% 15
2020
Q1 		$3.67M Buy
15,152
+2,545
+20% +$592K 1.61% 20
2019
Q4 		$2.84M Buy
12,607
+2,231
+22% +$486K 1.23% 27
2019
Q3 		$2.34M Buy
10,376
+4,906
+90% +$1.07M 1.3% 21
2019
Q2 		$1.14M Buy
5,470
+803
+17% +$161K 0.84% 21
2019
Q1 		$920K Buy
4,667
+1,402
+43% +$246K 0.72% 23
2018
Q4 		$516K Buy
+3,265
New +$510K 0.49% 38

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

Foster Victor Wealth Advisors's AMT Position: Q3 2023 in Review

Foster Victor Wealth Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 81,252 shares — an estimated $16.1M sold.

Foster Victor Wealth Advisors first reported a position in AMT in Q4 2018 and held it in 19 quarters. The position peaked at $16.1M in Q2 2023. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Foster Victor Wealth Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 81,252 American Tower shares in Q3 2023, an estimated $16.1M.
  • Foster Victor Wealth Advisors first reported a position in American Tower in Q4 2018 and held it in 19 quarters.
  • Foster Victor Wealth Advisors's American Tower position peaked at $16.1M in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.