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	–	451
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return