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Heritage Wealth Management (Arizona)’s American Tower AMT Stock Holding History

Heritage Wealth Management (Arizona)’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
-5,764
Closed -$1.14M – 169
2024
Q1 		$1.14M Sell
5,764
-155
-3% -$30.9K 0.58% 40
2023
Q4 		$1.28M Buy
+5,919
New +$1.12M 0.69% 36
2022
Q4 		$4.43M Buy
20,920
+11,143
+114% +$2.32M 0.63% 33
2022
Q3 		$2.1M Buy
9,777
+155
+2% +$39.8K 0.67% 28
2022
Q2 		$2.46M Buy
9,622
+68
+0.7% +$17.1K 0.82% 18
2022
Q1 		$2.4M Buy
+9,554
New +$2.33M 0.65% 29
2021
Q3 		$1.88M Buy
7,066
+770
+12% +$219K 0.67% 28
2021
Q2 		$1.7M Buy
6,296
+286
+5% +$72.9K 0.64% 26
2021
Q1 		$1.44M Buy
+6,010
New +$1.34M 0.81% 27

Other funds holding AMT

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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