Journey Advisory Group’s American Tower AMT Stock Holding History

Journey Advisory Group’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 Q1	–	Sell	-1,064	Closed	-$230K	–	238
2023 Q4	$230K	Sell	1,064 -3,726	-78%	-$704K	0.03%	201
2023 Q3	$788K	Sell	4,790 -6,063	-56%	-$1.11M	0.12%	121
2023 Q2	$2.1M	Buy	10,853 +281	+3%	+$54.9K	0.31%	83
2023 Q1	$2.16M	Sell	10,572 -703	-6%	-$147K	0.34%	81
2022 Q4	$2.39M	Sell	11,275 -1,149	-9%	-$239K	0.59%	49
2022 Q3	$2.67M	Buy	12,424 +285	+2%	+$73.2K	0.68%	38
2022 Q2	$3.26M	Buy	12,139 +1,708	+16%	+$429K	0.75%	32
2022 Q1	$2.62M	Buy	10,431 +777	+8%	+$190K	0.66%	37
2021 Q4	$2.82M	Buy	9,654 +788	+9%	+$215K	0.78%	30
2021 Q3	$2.35M	Sell	8,866 -231	-3%	-$65.8K	0.76%	31
2021 Q2	$2.46M	Buy	9,097 +7,947	+691%	+$2.03M	0.78%	33
2021 Q1	$275K	Sell	1,150 -16	-1%	-$3.56K	0.1%	159
2020 Q4	$262K	Buy	+1,166	New	+$271K	0.1%	153

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

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

Principal Financial Group

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

Morgan Stanley New York $1.66T AUM 25.57% 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