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High Net Worth Advisory Group’s American Tower AMT Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-734
Closed -$156K – 212
2022
Q4 		$156K Sell
734
-40
-5% -$8.33K 0.06% 204
2022
Q3 		$166K Hold
774
– – 0.07% 198
2022
Q2 		$198K Hold
774
– – 0.08% 184
2022
Q1 		$194K Hold
774
– – 0.07% 187
2021
Q4 		$226K Buy
+774
New +$211K 0.08% 179

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Net Worth Advisory Group's AMT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of American Tower (AMT) in Q1 2023, closing a stake of 734 shares — an estimated $156K sold.

High Net Worth Advisory Group first reported a position in AMT in Q4 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 734 American Tower shares in Q1 2023, an estimated $156K.
  • High Net Worth Advisory Group first reported a position in American Tower in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's American Tower position peaked at $226K in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.