KFS
AMT icon

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 0.18% 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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.12B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return