IAG Wealth Partners’s American Tower AMT Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-104	Closed	-$20.2K	–	450
2023 Q2	$20.2K	Sell	104 -77	-43%	-$15.1K	0.01%	240
2023 Q1	$37K	Buy	181 +110	+155%	+$23.1K	0.01%	165
2022 Q4	$15K	Sell	71 -9	-11%	-$1.87K	﹤0.01%	245
2022 Q3	$17K	Sell	80 -3	-4%	-$771	0.01%	216
2022 Q2	$21K	Sell	83 -64	-44%	-$16.1K	0.01%	197
2022 Q1	$37K	Buy	147 +16	+12%	+$3.9K	0.01%	165
2021 Q4	$38K	Buy	131 +60	+85%	+$16.4K	0.01%	161
2021 Q3	$19K	Hold	71	–	–	0.01%	201
2021 Q2	$20K	Hold	71	–	–	0.01%	192
2021 Q1	$17K	Hold	71	–	–	0.01%	197
2020 Q4	$16K	Hold	71	–	–	0.01%	186
2020 Q3	$18K	Hold	71	–	–	0.01%	166
2020 Q2	$19K	Hold	71	–	–	0.01%	165
2020 Q1	$16K	Hold	71	–	–	0.01%	162
2019 Q4	$17K	Buy	+71	New	+$15.5K	0.01%	188

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IAG Wealth Partners's AMT Position: Q3 2023 in Review

IAG Wealth Partners sold out of American Tower (AMT) in Q3 2023, closing a stake of 104 shares — an estimated $20.2K sold.

IAG Wealth Partners first reported a position in AMT in Q4 2019 and held it in 15 quarters. The position peaked at $38K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

IAG Wealth Partners reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
IAG Wealth Partners sold 104 American Tower shares in Q3 2023, an estimated $20.2K.
IAG Wealth Partners first reported a position in American Tower in Q4 2019 and held it in 15 quarters.
IAG Wealth Partners's American Tower position peaked at $38K in Q4 2021.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.