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FVWA
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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
ACM
AKRE Capital Management
Middleburg, Virginia
$6.12B AUM
15.27%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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