Laurel Wealth Advisors (California)’s American Tower AMT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$209K	Buy	987 +40	+4%	+$8.33K	0.02%	626
2022 Q3	$203K	Sell	947 -8	-0.8%	-$2.06K	0.02%	613
2022 Q2	$244K	Buy	955 +128	+15%	+$32.1K	0.02%	566
2022 Q1	$208K	Buy	+827	New	+$202K	0.02%	710
2019 Q4	–	Sell	-1,230	Closed	-$272K	–	443
2019 Q3	$272K	Buy	+1,230	New	+$268K	0.05%	367
2018 Q3	–	Sell	-1,397	Closed	-$201K	–	425
2018 Q2	$201K	Sell	1,397 -879	-39%	-$122K	0.05%	358
2018 Q1	$330K	Sell	2,276 -189	-8%	-$26.6K	0.1%	222
2017 Q4	$351K	Buy	2,465 +987	+67%	+$141K	0.1%	224
2017 Q3	$202K	Buy	+1,478	New	+$206K	0.07%	290

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AMT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its American Tower (AMT) stake by 4.2% in Q4 2022, buying an estimated $8.33K and bringing the position to 987 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #626.

Laurel Wealth Advisors (California) first reported a position in AMT in Q3 2017 and has held it in 9 quarters since. The position peaked at $351K in Q4 2017. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Laurel Wealth Advisors (California) held 987 shares of American Tower worth $209K as of Q4 2022.
Laurel Wealth Advisors (California) bought 40 American Tower shares in Q4 2022, an estimated $8.33K.
American Tower made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #626 holding.
Laurel Wealth Advisors (California) first reported a position in American Tower in Q3 2017 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s American Tower position peaked at $351K in Q4 2017.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.