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Heritage Financial Services’s American Tower AMT Stock Holding History

Heritage Financial Services’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 		– Sell
-42
Closed -$10K – 80
2022
Q2 		$10K Buy
+42
New +$10.5K 0.01% 298

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
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

Heritage Financial Services's AMT Position: Q3 2022 in Review

Heritage Financial Services sold out of American Tower (AMT) in Q3 2022, closing a stake of 42 shares — an estimated $10K sold.

Heritage Financial Services first reported a position in AMT in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • Heritage Financial Services reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 42 American Tower shares in Q3 2022, an estimated $10K.
  • Heritage Financial Services first reported a position in American Tower in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's American Tower position peaked at $10K in Q2 2022.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.