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Gries Financial’s American Tower AMT Stock Holding History

Gries 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
2024
Q2 		– Sell
-1,162
Closed -$230K – 247
2024
Q1 		$230K Buy
+1,162
New +$231K 0.04% 245
2023
Q3 		– Sell
-14,064
Closed -$2.73M – 180
2023
Q2 		$2.73M Buy
14,064
+333
+2% +$65.1K 0.75% 27
2023
Q1 		$2.81M Buy
13,731
+2,466
+22% +$517K 0.83% 24
2022
Q4 		$2.39M Buy
11,265
+2,890
+35% +$602K 0.79% 44
2022
Q3 		$1.8M Sell
8,375
-2,980
-26% -$766K 0.76% 33
2022
Q2 		$2.9M Buy
11,355
+320
+3% +$80.3K 1.38% 13
2022
Q1 		$2.77M Buy
11,035
+9,927
+896% +$2.42M 1.02% 19
2021
Q4 		$324K Buy
1,108
+36
+3% +$9.84K 0.13% 132
2021
Q3 		$285K Sell
1,072
-13
-1% -$3.71K 0.09% 136
2021
Q2 		$309K Sell
1,085
-28
-3% -$7.14K 0.1% 133
2021
Q1 		$272K Buy
+1,113
New +$248K 0.09% 145

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return