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LFA
Landmark Financial Advisors’s
American Tower
AMT
Stock Holding History
Landmark Financial Advisors’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
Q4
$622K
Buy
2,880
+45
+2%
+$8.5K
0.22%
51
2023
Q3
$466K
Buy
2,835
+55
+2%
+$10K
0.19%
56
2023
Q2
$539K
Buy
2,780
+56
+2%
+$10.9K
0.22%
56
2023
Q1
$557K
Buy
2,724
+23
+0.9%
+$4.83K
0.24%
53
2022
Q4
$572K
Buy
2,701
+55
+2%
+$11.4K
0.26%
50
2022
Q3
$568K
Buy
2,646
+60
+2%
+$15.4K
0.3%
45
2022
Q2
$661K
Buy
2,586
+10
+0.4%
+$2.51K
0.32%
43
2022
Q1
$669K
Buy
2,576
+202
+9%
+$49.3K
0.32%
45
2021
Q4
$694K
Buy
2,374
+702
+42%
+$192K
0.31%
44
2021
Q3
$400K
Sell
1,672
-335
-17%
-$95.5K
0.22%
51
2021
Q2
$542K
Buy
2,007
+335
+20%
+$85.4K
0.26%
45
2021
Q1
$400K
Buy
1,672
+55
+3%
+$12.2K
0.22%
51
2020
Q4
$348K
Buy
1,617
+272
+20%
+$63.2K
0.2%
54
2020
Q3
$327K
Buy
1,345
+70
+5%
+$17.7K
0.21%
51
2020
Q2
$339K
Buy
1,275
+450
+55%
+$111K
0.22%
53
2020
Q1
$210K
Buy
+825
New
+$192K
0.14%
63
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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