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Lugano Financial Advisors SA (LFA)’s American Tower AMT Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-385
Closed -$74.7K – 181
2023
Q2 		$74.7K Buy
+385
New +$75.3K 0.05% 112

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s AMT Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of American Tower (AMT) in Q3 2023, closing a stake of 385 shares — an estimated $74.7K sold.

Lugano Financial Advisors SA (LFA) first reported a position in AMT in Q2 2023 and held it in 1 quarter. The position peaked at $74.7K in Q2 2023. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 385 American Tower shares in Q3 2023, an estimated $74.7K.
  • Lugano Financial Advisors SA (LFA) first reported a position in American Tower in Q2 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s American Tower position peaked at $74.7K in Q2 2023.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.