LWAC
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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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return