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Global Wealth Strategies & Associates’s American Tower AMT Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q2 		– Sell
-563
Closed -$97.2K – 117
2026
Q1 		$97.2K Buy
563
+400
+245% +$72K 0.02% 114
2025
Q4 		$28.6K Sell
163
-19
-10% -$3.46K 0.01% 212
2025
Q3 		$35K Hold
182
– – 0.01% 175
2025
Q2 		$40.2K Hold
182
– – 0.01% 122
2025
Q1 		$39.6K Buy
182
+120
+194% +$23.5K 0.01% 138
2024
Q4 		$11.4K Hold
62
– – ﹤0.01% 215
2024
Q3 		$14.4K Buy
62
+19
+44% +$4.21K ﹤0.01% 167
2024
Q2 		$8.36K Hold
43
– – ﹤0.01% 186
2024
Q1 		$8.5K Hold
43
– – ﹤0.01% 193
2023
Q4 		$9.28K Hold
43
– – ﹤0.01% 174
2023
Q3 		$7.07K Hold
43
– – ﹤0.01% 187
2023
Q2 		$8.34K Sell
43
-3
-7% -$587 ﹤0.01% 176
2023
Q1 		$9.4K Buy
46
+3
+7% +$629 ﹤0.01% 164
2022
Q4 		$9.11K Buy
+43
New +$8.95K 0.01% 156

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return