Janiczek Wealth Management’s American Tower AMT Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$145K	Sell	746 -9	-1%	-$1.68K	0.03%	231
2024 Q1	$149K	Hold	755	–	–	0.03%	225
2023 Q4	$163K	Sell	755 -164	-18%	-$31K	0.04%	192
2023 Q3	$151K	Buy	919 +723	+369%	+$132K	0.04%	182
2023 Q2	$38.3K	Hold	196	–	–	0.01%	354
2023 Q1	$40.9K	Hold	196	–	–	0.01%	340
2022 Q4	$45.8K	Hold	196	–	–	0.01%	332
2022 Q3	$37K	Hold	196	–	–	0.01%	352
2022 Q2	$53K	Buy	196 +192	+4,800%	+$48.2K	0.02%	295
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	819
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	875
2021 Q3	$1K	Buy	+4	New	+$1.14K	﹤0.01%	853

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

Principal Financial Group

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

Fidelity Investments

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return