Kesler Norman & Wride’s American Tower AMT Stock Holding History

Kesler Norman & Wride’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 Q3	–	Sell	-3,151	Closed	-$613K	–	224
2024 Q2	$613K	Sell	3,151 -582	-16%	-$109K	0.13%	125
2024 Q1	$738K	Sell	3,733 -25,072	-87%	-$4.99M	0.16%	115
2023 Q4	$6.22M	Sell	28,805 -2,090	-7%	-$395K	1.42%	25
2023 Q3	$5.08M	Buy	30,895 +354	+1%	+$64.7K	1.28%	27
2023 Q2	$5.92M	Buy	30,541 +770	+3%	+$151K	1.44%	23
2023 Q1	$6.08M	Buy	29,771 +1,651	+6%	+$346K	1.53%	20
2022 Q4	$5.96M	Sell	28,120 -102	-0.4%	-$21.2K	1.53%	19
2022 Q3	$6.06M	Sell	28,222 -242	-0.9%	-$62.2K	1.69%	10
2022 Q2	$7.28M	Sell	28,464 -2,720	-9%	-$683K	2.02%	8
2022 Q1	$7.83M	Buy	31,184 +1,708	+6%	+$417K	1.74%	11
2021 Q4	$8.62M	Buy	29,476 +510	+2%	+$139K	1.83%	10
2021 Q3	$7.69M	Buy	28,966 +124	+0.4%	+$35.3K	1.81%	9
2021 Q2	$8.16M	Sell	28,842 -60	-0.2%	-$15.3K	1.88%	8
2021 Q1	$6.91M	Buy	28,902 +2,938	+11%	+$654K	1.71%	14
2020 Q4	$5.83M	Buy	+25,964	New	+$6.04M	1.62%	19

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return