Moody National Bank Trust Division’s American Tower AMT Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-4,851	Closed	-$798K	–	495
2023 Q3	$798K	Buy	4,851 +141	+3%	+$25.8K	0.05%	270
2023 Q2	$913K	Buy	4,710 +6	+0.1%	+$1.17K	0.06%	232
2023 Q1	$961K	Hold	4,704	–	–	0.08%	213
2022 Q4	$997K	Sell	4,704 -371	-7%	-$77.2K	0.09%	193
2022 Q3	$1.09M	Buy	5,075 +306	+6%	+$78.6K	0.11%	167
2022 Q2	$1.22M	Buy	+4,769	New	+$1.2M	0.13%	142
2019 Q2	–	Sell	-302	Closed	-$60K	–	393
2019 Q1	$60K	Buy	302 +26	+9%	+$4.56K	﹤0.01%	414
2018 Q4	$44K	Buy	+276	New	+$43.1K	﹤0.01%	410
2013 Q3	–	Sell	-6,000	Closed	-$439K	–	239
2013 Q2	$439K	Buy	+6,000	New	+$477K	0.03%	152

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moody National Bank Trust Division's AMT Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of American Tower (AMT) in Q4 2023, closing a stake of 4,851 shares — an estimated $798K sold.

Moody National Bank Trust Division first reported a position in AMT in Q2 2013 and held it in 9 quarters. The position peaked at $1.22M in Q2 2022. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Moody National Bank Trust Division reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 4,851 American Tower shares in Q4 2023, an estimated $798K.
Moody National Bank Trust Division first reported a position in American Tower in Q2 2013 and held it in 9 quarters.
Moody National Bank Trust Division's American Tower position peaked at $1.22M in Q2 2022.
1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.