Grey Fox Wealth Advisors’s American Tower AMT Stock Holding History

Grey Fox 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 Q2	–	Sell	-3	Closed	-$613	–	119
2023 Q1	$613	Buy	+3	New	+$629	﹤0.01%	486

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

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

Grey Fox Wealth Advisors's AMT Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of American Tower (AMT) in Q2 2023, closing a stake of 3 shares — an estimated $613 sold.

Grey Fox Wealth Advisors first reported a position in AMT in Q1 2023 and held it in 1 quarter. The position peaked at $613 in Q1 2023. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 3 American Tower shares in Q2 2023, an estimated $613.
Grey Fox Wealth Advisors first reported a position in American Tower in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's American Tower position peaked at $613 in Q1 2023.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.