HPWM
AMT icon

Highland Private Wealth Management’s American Tower AMT Stock Holding History

Highland Private Wealth Management’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
Q4 		– Sell
-1,426
Closed -$306K – 11
2022
Q3 		$306K Buy
1,426
+96
+7% +$24.7K 0.05% 128
2022
Q2 		$340K Buy
1,330
+76
+6% +$19.1K 0.05% 110
2022
Q1 		$315K Buy
1,254
+70
+6% +$17.1K 0.04% 127
2021
Q4 		$346K Sell
1,184
-67
-5% -$18.3K 0.04% 126
2021
Q3 		$332K Buy
1,251
+67
+6% +$19.1K 0.05% 123
2021
Q2 		$320K Buy
1,184
+193
+19% +$49.2K 0.05% 128
2021
Q1 		$237K Sell
991
-9
-0.9% -$2K 0.04% 140
2020
Q4 		$224K Sell
1,000
-202
-17% -$47K 0.04% 136
2020
Q3 		$291K Buy
1,202
+20
+2% +$5.07K 0.06% 102
2020
Q2 		$306K Sell
1,182
-219
-16% -$54.2K 0.07% 91
2020
Q1 		$305K Sell
1,401
-1
-0.1% -$233 0.08% 85
2019
Q4 		$322K Buy
1,402
+8
+0.6% +$1.74K 0.08% 90
2019
Q3 		$309K Buy
1,394
+17
+1% +$3.71K 0.09% 79
2019
Q2 		$281K Buy
1,377
+4
+0.3% +$804 0.08% 88
2019
Q1 		$270K Buy
1,373
+25
+2% +$4.38K 0.08% 86
2018
Q4 		$213K Buy
+1,348
New +$211K 0.08% 87

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Highland Private Wealth Management's AMT Position: Q4 2022 in Review

Highland Private Wealth Management sold out of American Tower (AMT) in Q4 2022, closing a stake of 1,426 shares — an estimated $306K sold.

Highland Private Wealth Management first reported a position in AMT in Q4 2018 and held it in 16 quarters. The position peaked at $346K in Q4 2021. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Highland Private Wealth Management reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 1,426 American Tower shares in Q4 2022, an estimated $306K.
  • Highland Private Wealth Management first reported a position in American Tower in Q4 2018 and held it in 16 quarters.
  • Highland Private Wealth Management's American Tower position peaked at $346K in Q4 2021.
  • 1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.