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McKinley Carter Wealth Services’s American Tower AMT Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-4,854
Closed -$1.03M – 297
2022
Q4 		$1.03M Sell
4,854
-107
-2% -$22.3K 0.09% 139
2022
Q3 		$1.06M Buy
4,961
+53
+1% +$13.6K 0.1% 126
2022
Q2 		$1.25M Buy
4,908
+665
+16% +$167K 0.11% 120
2022
Q1 		$1.07M Buy
+4,243
New +$1.04M 0.08% 144
2018
Q2 		– Sell
-16
Closed -$2K – 167
2018
Q1 		$2K Buy
+16
New +$2.25K ﹤0.01% 423

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

McKinley Carter Wealth Services's AMT Position: Q1 2023 in Review

McKinley Carter Wealth Services sold out of American Tower (AMT) in Q1 2023, closing a stake of 4,854 shares — an estimated $1.03M sold.

McKinley Carter Wealth Services first reported a position in AMT in Q1 2018 and held it in 5 quarters. The position peaked at $1.25M in Q2 2022. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

  • McKinley Carter Wealth Services reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,854 American Tower shares in Q1 2023, an estimated $1.03M.
  • McKinley Carter Wealth Services first reported a position in American Tower in Q1 2018 and held it in 5 quarters.
  • McKinley Carter Wealth Services's American Tower position peaked at $1.25M in Q2 2022.
  • 1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2023, filed 25 Apr 2023.