Madison Wealth Management’s American Tower AMT Stock Holding History

Madison 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 Q3	$1.44M	Buy	8,736 +178	+2%	+$32.5K	0.3%	85
2023 Q2	$1.66M	Sell	8,558 -211	-2%	-$41.3K	0.34%	79
2023 Q1	$1.79M	Buy	8,769 +133	+2%	+$27.9K	0.39%	75
2022 Q4	$1.83M	Buy	8,636 +938	+12%	+$195K	0.42%	74
2022 Q3	$1.65M	Buy	7,698 +341	+5%	+$87.6K	0.41%	71
2022 Q2	$1.88M	Sell	7,357 -439	-6%	-$110K	0.46%	64
2022 Q1	$1.96M	Sell	7,796 -121	-2%	-$29.5K	0.41%	64
2021 Q4	$2.32M	Buy	7,917 +325	+4%	+$88.8K	0.46%	59
2021 Q3	$2.02M	Buy	7,592 +110	+1%	+$31.4K	0.44%	59
2021 Q2	$2.02M	Buy	7,482 +761	+11%	+$194K	0.45%	62
2021 Q1	$1.61M	Buy	6,721 +766	+13%	+$171K	0.39%	63
2020 Q4	$1.34M	Buy	5,955 +105	+2%	+$24.4K	0.35%	61
2020 Q3	$1.41M	Buy	5,850 +171	+3%	+$43.4K	0.42%	55
2020 Q2	$1.47M	Buy	5,679 +66	+1%	+$16.3K	0.48%	51
2020 Q1	$1.22M	Sell	5,613 -85	-1%	-$19.8K	0.49%	49
2019 Q4	$1.31M	Buy	+5,698	New	+$1.24M	0.38%	54

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Madison Wealth Management's AMT Position: Q3 2023 in Review

Madison Wealth Management increased its American Tower (AMT) stake by 2.1% in Q3 2023, buying an estimated $32.5K and bringing the position to 8,736 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #85.

Madison Wealth Management first reported a position in AMT in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.32M in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Madison Wealth Management held 8,736 shares of American Tower worth $1.44M as of Q3 2023.
Madison Wealth Management bought 178 American Tower shares in Q3 2023, an estimated $32.5K.
American Tower made up 0.3% of Madison Wealth Management's portfolio in Q3 2023, its #85 holding.
Madison Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's American Tower position peaked at $2.32M in Q4 2021.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.