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Marshall Financial Group (Maryland)’s American Tower AMT Stock Holding History

Marshall Financial Group (Maryland)’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
-2,109
Closed -$431K – 176
2023
Q1 		$431K Sell
2,109
-5,355
-72% -$1.12M 0.15% 134
2022
Q4 		$1.58M Buy
+7,464
New +$1.55M 0.61% 54

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
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

Marshall Financial Group (Maryland)'s AMT Position: Q2 2023 in Review

Marshall Financial Group (Maryland) sold out of American Tower (AMT) in Q2 2023, closing a stake of 2,109 shares — an estimated $431K sold.

Marshall Financial Group (Maryland) first reported a position in AMT in Q4 2022 and held it in 2 quarters. The position peaked at $1.58M in Q4 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Marshall Financial Group (Maryland) reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,109 American Tower shares in Q2 2023, an estimated $431K.
  • Marshall Financial Group (Maryland) first reported a position in American Tower in Q4 2022 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s American Tower position peaked at $1.58M in Q4 2022.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2023, filed 17 Jul 2023.