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Legacy CG’s American Tower AMT Stock Holding History

Legacy CG’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
Q2 		– Sell
-16,493
Closed -$3.37M – 47
2023
Q1 		$3.37M Buy
16,493
+310
+2% +$65K 1.7% 25
2022
Q4 		$3.43M Buy
16,183
+4,582
+39% +$954K 2.01% 18
2022
Q3 		$2.49M Buy
11,601
+1,480
+15% +$380K 1.64% 25
2022
Q2 		$2.59M Buy
10,121
+148
+1% +$37.1K 1.78% 22
2022
Q1 		$2.5M Buy
9,973
+1,652
+20% +$403K 1.63% 35
2021
Q4 		$2.43M Buy
+8,321
New +$2.27M 1.46% 34

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 $3.37T AUM 44.26% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Legacy CG's AMT Position: Q2 2023 in Review

Legacy CG sold out of American Tower (AMT) in Q2 2023, closing a stake of 16,493 shares — an estimated $3.37M sold.

Legacy CG first reported a position in AMT in Q4 2021 and held it in 6 quarters. The position peaked at $3.43M in Q4 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Legacy CG reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Legacy CG sold 16,493 American Tower shares in Q2 2023, an estimated $3.37M.
  • Legacy CG first reported a position in American Tower in Q4 2021 and held it in 6 quarters.
  • Legacy CG's American Tower position peaked at $3.43M in Q4 2022.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Legacy CG's 13F filing for Q2 2023, filed 2 Aug 2023.