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Paragon Advisors’s American Tower AMT Stock Holding History

Paragon Advisors’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
-6,314
Closed -$1.04M – 100
2023
Q3 		$1.04M Buy
+6,314
New +$1.15M 0.43% 56
2020
Q4 		– Sell
-3,197
Closed -$773K – 86
2020
Q3 		$773K Buy
3,197
+173
+6% +$43.9K 0.51% 63
2020
Q2 		$782K Buy
+3,024
New +$748K 0.63% 39
2020
Q1 		– Sell
-3,774
Closed -$871K – 69
2019
Q4 		$871K Buy
+3,774
New +$822K 0.94% 26

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return