PFS Investments’s American Tower AMT Stock Holding History

PFS Investments’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	$7.67M	Buy	39,557 +1,792	+5%	+$350K	0.13%	162
2023 Q1	$7.81M	Sell	37,765 -11,425	-23%	-$2.4M	0.14%	144
2022 Q4	$10.4M	Buy	49,190 +659	+1%	+$137K	0.19%	117
2022 Q3	$10.4K	Buy	48,531 +2,301	+5%	+$591K	0.19%	106
2022 Q2	$11.8M	Buy	46,230 +4,514	+11%	+$1.13M	0.24%	110
2022 Q1	$10.5M	Buy	41,716 +9,996	+32%	+$2.44M	0.2%	122
2021 Q4	$9.28M	Buy	31,720 +1,961	+7%	+$536K	0.18%	130
2021 Q3	$8.3M	Buy	29,759 +1,635	+6%	+$466K	0.17%	128
2021 Q2	$7.83M	Buy	28,124 +9,541	+51%	+$2.43M	0.18%	129
2021 Q1	$4.44M	Buy	18,583 +955	+5%	+$213K	0.11%	161
2020 Q4	$3.79M	Buy	17,628 +2,017	+13%	+$469K	0.11%	162
2020 Q3	$3.77M	Buy	15,611 +1,615	+12%	+$409K	0.13%	148
2020 Q2	$3.62M	Buy	13,996 +2,927	+26%	+$724K	0.13%	130
2020 Q1	$2.41M	Buy	11,069 +3,512	+46%	+$817K	0.1%	141
2019 Q4	$1.74M	Buy	7,557 +3,008	+66%	+$655K	0.07%	153
2019 Q3	$1.01M	Buy	4,549 +1,926	+73%	+$420K	0.04%	150
2019 Q2	$548K	Buy	+2,623	New	+$527K	0.02%	141

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return