Founders Capital Management (Texas)’s American Tower AMT Stock Holding History

Founders Capital Management (Texas)’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	-150	Closed	-$29.1K	–	403
2023 Q2	$29.1K	Hold	150	–	–	0.02%	195
2023 Q1	$31K	Hold	150	–	–	0.02%	177
2022 Q4	$32K	Sell	150 -25	-14%	-$5.2K	0.02%	171
2022 Q3	$38K	Hold	175	–	–	0.03%	147
2022 Q2	$45K	Buy	175 +25	+17%	+$6.27K	0.04%	130
2022 Q1	$44K	Hold	150	–	–	0.03%	129
2021 Q4	$44K	Hold	150	–	–	0.03%	129
2021 Q3	$40K	Hold	150	–	–	0.03%	138
2021 Q2	$41K	Hold	150	–	–	0.03%	129
2021 Q1	$36K	Hold	150	–	–	0.03%	131
2020 Q4	$34K	Buy	+150	New	+$34.9K	0.02%	137
2020 Q1	$22K	Hold	100	–	–	0.02%	139
2019 Q4	$23K	Hold	100	–	–	0.02%	165
2019 Q3	$22K	Hold	100	–	–	0.02%	172
2019 Q2	$20K	Hold	100	–	–	0.02%	183
2019 Q1	$20K	Hold	100	–	–	0.02%	177
2018 Q4	$16K	Buy	100 +25	+33%	+$3.91K	0.02%	189
2018 Q3	$11K	Buy	+75	New	+$11K	0.01%	232
2018 Q2	–	Sell	-35	Closed	-$5K	–	313
2018 Q1	$5K	Hold	35	–	–	﹤0.01%	321
2017 Q4	$5K	Hold	35	–	–	﹤0.01%	314
2017 Q3	$5K	Hold	35	–	–	﹤0.01%	314
2017 Q2	$5K	Hold	35	–	–	﹤0.01%	320
2017 Q1	$4K	Buy	+35	New	+$3.85K	﹤0.01%	354

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 $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Founders Capital Management (Texas)'s AMT Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of American Tower (AMT) in Q3 2023, closing a stake of 150 shares — an estimated $29.1K sold.

Founders Capital Management (Texas) first reported a position in AMT in Q1 2017 and held it in 23 quarters. The position peaked at $45K in Q2 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Founders Capital Management (Texas) reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 150 American Tower shares in Q3 2023, an estimated $29.1K.
Founders Capital Management (Texas) first reported a position in American Tower in Q1 2017 and held it in 23 quarters.
Founders Capital Management (Texas)'s American Tower position peaked at $45K in Q2 2022.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.