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Kaizen Financial Strategies’s American Tower AMT Stock Holding History

Kaizen Financial Strategies’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
Q1 		– Sell
-965
Closed -$225K – 102
2022
Q4 		$225K Sell
965
-673
-41% -$140K 0.22% 106
2022
Q3 		$352K Buy
1,638
+9
+0.6% +$2.31K 0.36% 67
2022
Q2 		$416K Buy
1,629
+9
+0.6% +$2.26K 0.41% 64
2022
Q1 		$407K Buy
1,620
+6
+0.4% +$1.46K 0.32% 72
2021
Q4 		$472K Buy
1,614
+796
+97% +$217K 0.35% 72
2021
Q3 		$217K Buy
+818
New +$233K 0.17% 133
2021
Q1 		$218K Buy
911
+5
+0.6% +$1.11K 0.21% 129
2020
Q4 		$203K Buy
+906
New +$211K 0.23% 112

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 $3.38T AUM 44.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kaizen Financial Strategies's AMT Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of American Tower (AMT) in Q1 2023, closing a stake of 965 shares — an estimated $225K sold.

Kaizen Financial Strategies first reported a position in AMT in Q4 2020 and held it in 8 quarters. The position peaked at $472K in Q4 2021. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Kaizen Financial Strategies reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 965 American Tower shares in Q1 2023, an estimated $225K.
  • Kaizen Financial Strategies first reported a position in American Tower in Q4 2020 and held it in 8 quarters.
  • Kaizen Financial Strategies's American Tower position peaked at $472K in Q4 2021.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.