ONST
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Old North State Trust’s American Tower AMT Stock Holding History

Old North State Trust’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
Q3 		$217K Sell
1,322
-17
-1% -$3.1K 0.17% 127
2023
Q2 		$260K Sell
1,339
-16
-1% -$3.13K 0.19% 112
2023
Q1 		$277K Hold
1,355
– – 0.19% 108
2022
Q4 		$287K Sell
1,355
-34
-2% -$7.08K 0.19% 101
2022
Q3 		$298K Buy
1,389
+1,388
+138,800% +$357K 0.26% 87
2022
Q2 		$359 Hold
1
– – 0.33% 74
2022
Q1 		$353 Sell
1
-1,410
-100% -$344K 0.28% 83
2021
Q4 		$413K Sell
1,411
-114
-7% -$31.1K 0.3% 72
2021
Q3 		$405K Buy
1,525
+45
+3% +$12.8K 0.36% 57
2021
Q2 		$400K Sell
1,480
-58
-4% -$14.8K 0.3% 61
2021
Q1 		$368K Buy
1,538
+66
+4% +$14.7K 0.29% 66
2020
Q4 		$330K Buy
1,472
+438
+42% +$102K 0.26% 67
2020
Q3 		$250K Sell
1,034
-86
-8% -$21.8K 0.17% 79
2020
Q2 		$290K Buy
1,120
+47
+4% +$11.6K 0.19% 86
2020
Q1 		$234K Buy
1,073
+50
+5% +$11.6K 0.17% 91
2019
Q4 		$235K Hold
1,023
– – 0.13% 108
2019
Q3 		$226K Sell
1,023
-5
-0.5% -$1.09K 0.15% 101
2019
Q2 		$210K Sell
1,028
-380
-27% -$76.4K 0.15% 106
2019
Q1 		$277K Buy
1,408
+218
+18% +$38.2K 0.19% 91
2018
Q4 		$188K Hold
1,190
– – 0.19% 106
2018
Q3 		$172K Buy
+1,190
New +$175K 0.16% 119

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return