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Ledge Wealth Management’s American Tower AMT Stock Holding History

Ledge Wealth Management’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
Q1 		– Sell
-1,230
Closed -$261K – 68
2022
Q4 		$261K Hold
1,230
– – 0.12% 67
2022
Q3 		$264K Sell
1,230
-625
-34% -$161K 0.16% 59
2022
Q2 		$474K Sell
1,855
-195
-10% -$48.9K 0.29% 50
2022
Q1 		$515K Buy
+2,050
New +$500K 0.32% 53

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ledge Wealth Management's AMT Position: Q1 2023 in Review

Ledge Wealth Management sold out of American Tower (AMT) in Q1 2023, closing a stake of 1,230 shares — an estimated $261K sold.

Ledge Wealth Management first reported a position in AMT in Q1 2022 and held it in 4 quarters. The position peaked at $515K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • Ledge Wealth Management reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 1,230 American Tower shares in Q1 2023, an estimated $261K.
  • Ledge Wealth Management first reported a position in American Tower in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's American Tower position peaked at $515K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.