J.W. Burns & Co’s American Tower AMT Stock Holding History

J.W. Burns & Co’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	-844	Closed	-$216K	–	170
2022 Q2	$216K	Hold	844	–	–	0.04%	156
2022 Q1	$212K	Sell	844 -5	-0.6%	-$1.22K	0.03%	170
2021 Q4	$248K	Sell	849 -30	-3%	-$8.2K	0.04%	171
2021 Q3	$233K	Hold	879	–	–	0.04%	167
2021 Q2	$237K	Hold	879	–	–	0.04%	168
2021 Q1	$210K	Buy	+879	New	+$196K	0.04%	172

Other funds holding AMT

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

BlackRock New York $5.72T 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

J.W. Burns & Co's AMT Position: Q3 2022 in Review

J.W. Burns & Co sold out of American Tower (AMT) in Q3 2022, closing a stake of 844 shares — an estimated $216K sold.

J.W. Burns & Co first reported a position in AMT in Q1 2021 and held it in 6 quarters. The position peaked at $248K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

J.W. Burns & Co reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
J.W. Burns & Co sold 844 American Tower shares in Q3 2022, an estimated $216K.
J.W. Burns & Co first reported a position in American Tower in Q1 2021 and held it in 6 quarters.
J.W. Burns & Co's American Tower position peaked at $248K in Q4 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on J.W. Burns & Co's 13F filing for Q3 2022, filed 4 Oct 2022.