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IRON Financial’s American Tower AMT Stock Holding History

IRON Financial’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
Q3 		– Sell
-790
Closed -$202K – 95
2022
Q2 		$202K Sell
790
-18
-2% -$4.52K 0.11% 90
2022
Q1 		$203K Buy
808
+11
+1% +$2.68K 0.09% 103
2021
Q4 		$233K Buy
797
+8
+1% +$2.19K 0.1% 99
2021
Q3 		$209K Buy
789
+12
+2% +$3.42K 0.1% 105
2021
Q2 		$210K Buy
+777
New +$198K 0.1% 100

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

IRON Financial's AMT Position: Q3 2022 in Review

IRON Financial sold out of American Tower (AMT) in Q3 2022, closing a stake of 790 shares — an estimated $202K sold.

IRON Financial first reported a position in AMT in Q2 2021 and held it in 5 quarters. The position peaked at $233K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • IRON Financial reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • IRON Financial sold 790 American Tower shares in Q3 2022, an estimated $202K.
  • IRON Financial first reported a position in American Tower in Q2 2021 and held it in 5 quarters.
  • IRON Financial's American Tower position peaked at $233K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on IRON Financial's 13F filing for Q3 2022, filed 14 Nov 2022.