FourThought Financial’s American Tower AMT Stock Holding History

FourThought Financial’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
2022 Q3	$13M	Buy	60,431 +2,492	+4%	+$640K	1.92%	5
2022 Q2	$14.8M	Buy	57,939 +85	+0.1%	+$21.3K	2.16%	4
2022 Q1	$14.6M	Buy	57,854 +2,930	+5%	+$715K	1.84%	7
2021 Q4	$16.1M	Buy	54,924 +734	+1%	+$201K	2.02%	7
2021 Q3	$14.4M	Buy	54,190 +989	+2%	+$282K	1.92%	5
2021 Q2	$14.4M	Sell	53,201 -1,467	-3%	-$374K	1.92%	4
2021 Q1	$13.1M	Buy	54,668 +3,366	+7%	+$750K	1.89%	4
2020 Q4	$11.5M	Buy	+51,302	New	+$11.9M	1.84%	4

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ACM

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

FourThought Financial's AMT Position: Q3 2022 in Review

FourThought Financial increased its American Tower (AMT) stake by 4.3% in Q3 2022, buying an estimated $640K and bringing the position to 60,431 shares worth $13M. The position accounts for 1.92% of the portfolio, ranked #5.

FourThought Financial first reported a position in AMT in Q4 2020 and has held it in 8 quarters since. The position peaked at $16.1M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

FourThought Financial held 60,431 shares of American Tower worth $13M as of Q3 2022.
FourThought Financial bought 2,492 American Tower shares in Q3 2022, an estimated $640K.
American Tower made up 1.92% of FourThought Financial's portfolio in Q3 2022, its #5 holding.
FourThought Financial first reported a position in American Tower in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's American Tower position peaked at $16.1M in Q4 2021.
1,688 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.