Keystone Financial Group (Kentucky)’s American Tower AMT Stock Holding History

Keystone Financial Group (Kentucky)’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
2022 Q3	–	Sell	-924	Closed	-$236K	–	286
2022 Q2	$236K	Hold	924	–	–	0.05%	250
2022 Q1	$232K	Hold	924	–	–	0.04%	259
2021 Q4	$270K	Hold	924	–	–	0.04%	255
2021 Q3	$245K	Buy	924 +1	+0.1%	+$285	0.04%	259
2021 Q2	$249K	Buy	923 +56	+6%	+$14.3K	0.05%	252
2021 Q1	$207K	Buy	+867	New	+$193K	0.04%	268
2020 Q4	–	Sell	-872	Closed	-$211K	–	263
2020 Q3	$211K	Buy	872 +31	+4%	+$7.86K	0.05%	223
2020 Q2	$218K	Buy	+841	New	+$208K	0.06%	204

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s AMT Position: Q3 2022 in Review

Keystone Financial Group (Kentucky) sold out of American Tower (AMT) in Q3 2022, closing a stake of 924 shares — an estimated $236K sold.

Keystone Financial Group (Kentucky) first reported a position in AMT in Q2 2020 and held it in 8 quarters. The position peaked at $270K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Keystone Financial Group (Kentucky) reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 924 American Tower shares in Q3 2022, an estimated $236K.
Keystone Financial Group (Kentucky) first reported a position in American Tower in Q2 2020 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s American Tower position peaked at $270K in Q4 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2022, filed 10 Nov 2022.