MinichMacGregor Wealth Management’s American Tower AMT Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-223	Closed	-$47.2K	–	127
2022 Q4	$47.2K	Buy	+223	New	+$46.4K	0.02%	186
2020 Q3	–	Sell	-2,431	Closed	-$628K	–	64
2020 Q2	$628K	Buy	+2,431	New	+$601K	0.35%	37
2018 Q4	–	Sell	-101	Closed	-$14K	–	113
2018 Q3	$14K	Buy	101 +19	+23%	+$2.79K	0.01%	266
2018 Q2	$11K	Hold	82	–	–	0.01%	289
2018 Q1	$11K	Hold	82	–	–	0.01%	288
2017 Q4	$11K	Hold	82	–	–	0.01%	282
2017 Q3	$11K	Hold	82	–	–	0.01%	262
2017 Q2	$10K	Buy	82 +10	+14%	+$1.28K	0.01%	268
2017 Q1	$8K	Hold	72	–	–	0.01%	299
2016 Q4	$7K	Hold	72	–	–	0.01%	303
2016 Q3	$8K	Sell	72 -1	-1%	-$114	0.01%	292
2016 Q2	$8K	Hold	73	–	–	0.01%	280
2016 Q1	$7K	Buy	73 +40	+121%	+$3.74K	0.01%	286
2015 Q4	$3K	Buy	+33	New	+$3.21K	﹤0.01%	308

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 $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MinichMacGregor Wealth Management's AMT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of American Tower (AMT) in Q1 2023, closing a stake of 223 shares — an estimated $47.2K sold.

MinichMacGregor Wealth Management first reported a position in AMT in Q4 2015 and held it in 14 quarters. The position peaked at $628K in Q2 2020. 1,702 funds tracked by Wall St. Rank hold AMT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining American Tower position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 223 American Tower shares in Q1 2023, an estimated $47.2K.
MinichMacGregor Wealth Management first reported a position in American Tower in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's American Tower position peaked at $628K in Q2 2020.
1,702 funds tracked by Wall St. Rank held American Tower as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.