Lumature Wealth Partners’s American Tower AMT Stock Holding History

Lumature Wealth Partners’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	$12.2K	Buy	63 +6	+11%	+$1.17K	0.01%	301
2023 Q1	$11.6K	Hold	57	–	–	0.01%	298
2022 Q4	$12.1K	Sell	57 -47	-45%	-$9.78K	0.01%	296
2022 Q3	$22K	Hold	104	–	–	0.01%	275
2022 Q2	$27K	Sell	104 -70	-40%	-$17.6K	0.01%	270
2022 Q1	$44K	Buy	174 +50	+40%	+$12.2K	0.02%	262
2021 Q4	$36K	Buy	124 +37	+43%	+$10.1K	0.01%	247
2021 Q3	$23K	Buy	87 +49	+129%	+$14K	0.01%	277
2021 Q2	$10K	Buy	38 +19	+100%	+$4.84K	﹤0.01%	293
2021 Q1	$5K	Buy	+19	New	+$4.23K	﹤0.01%	311

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 $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lumature Wealth Partners's AMT Position: Q2 2023 in Review

Lumature Wealth Partners increased its American Tower (AMT) stake by 11% in Q2 2023, buying an estimated $1.17K and bringing the position to 63 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #301.

Lumature Wealth Partners first reported a position in AMT in Q1 2021 and has held it in 10 quarters since. The position peaked at $44K in Q1 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Lumature Wealth Partners held 63 shares of American Tower worth $12.2K as of Q2 2023.
Lumature Wealth Partners bought 6 American Tower shares in Q2 2023, an estimated $1.17K.
American Tower made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #301 holding.
Lumature Wealth Partners first reported a position in American Tower in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's American Tower position peaked at $44K in Q1 2022.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.