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Kore Private Wealth’s American Tower AMT Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-197
Closed -$50K – 312
2020
Q2 		$50K Buy
197
+19
+11% +$4.7K 0.01% 455
2020
Q1 		$39K Buy
178
+24
+16% +$5.58K 0.01% 463
2019
Q4 		$35K Buy
+154
New +$33.5K 0.01% 528
2019
Q2 		– Sell
-177
Closed -$35K – 260
2019
Q1 		$35K Sell
177
-232
-57% -$40.7K 0.01% 438
2018
Q4 		$65K Buy
+409
New +$63.9K 0.02% 329

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return