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Inspire Advisors’s American Tower AMT Stock Holding History

Inspire Advisors’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
-1,409
Closed -$273K – 284
2023
Q2 		$273K Buy
1,409
+206
+17% +$40.3K 0.05% 185
2023
Q1 		$246K Buy
1,203
+232
+24% +$48.7K 0.06% 161
2022
Q4 		$206K Sell
971
-417
-30% -$86.8K 0.05% 152
2022
Q3 		$298K Buy
+1,388
New +$357K 0.08% 62
2021
Q1 		– Sell
-553
Closed -$124K – 114
2020
Q4 		$124K Buy
+553
New +$129K 0.05% 99

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Goldman Sachs
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Inspire Advisors's AMT Position: Q3 2023 in Review

Inspire Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,409 shares — an estimated $273K sold.

Inspire Advisors first reported a position in AMT in Q4 2020 and held it in 5 quarters. The position peaked at $298K in Q3 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Inspire Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Inspire Advisors sold 1,409 American Tower shares in Q3 2023, an estimated $273K.
  • Inspire Advisors first reported a position in American Tower in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's American Tower position peaked at $298K in Q3 2022.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Inspire Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.