Nova R Wealth’s American Tower AMT Stock Holding History

Nova R Wealth’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	-1,118	Closed	-$228K	–	67
2023 Q1	$228K	Buy	1,118 +62	+6%	+$13K	0.15%	69
2022 Q4	$224K	Hold	1,056	–	–	0.16%	69
2022 Q3	$227K	Hold	1,056	–	–	0.18%	63
2022 Q2	$270K	Buy	1,056 +12	+1%	+$3.01K	0.22%	60
2022 Q1	$262K	Buy	1,044 +1	+0.1%	+$244	0.22%	58
2021 Q4	$305K	Buy	+1,043	New	+$285K	0.25%	57

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 $3.38T AUM 44.17% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

Nova R Wealth's AMT Position: Q2 2023 in Review

Nova R Wealth sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,118 shares — an estimated $228K sold.

Nova R Wealth first reported a position in AMT in Q4 2021 and held it in 6 quarters. The position peaked at $305K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Nova R Wealth reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Nova R Wealth sold 1,118 American Tower shares in Q2 2023, an estimated $228K.
Nova R Wealth first reported a position in American Tower in Q4 2021 and held it in 6 quarters.
Nova R Wealth's American Tower position peaked at $305K in Q4 2021.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Nova R Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.