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	$10.4M	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PFS Investments's AMT Position: Q2 2023 in Review

PFS Investments increased its American Tower (AMT) stake by 4.7% in Q2 2023, buying an estimated $350K and bringing the position to 39,557 shares worth $7.67M. The position accounts for 0.13% of the portfolio, ranked #162.

PFS Investments first reported a position in AMT in Q2 2019 and has held it in 17 quarters since. The position peaked at $11.8M in Q2 2022. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

PFS Investments held 39,557 shares of American Tower worth $7.67M as of Q2 2023.
PFS Investments bought 1,792 American Tower shares in Q2 2023, an estimated $350K.
American Tower made up 0.13% of PFS Investments's portfolio in Q2 2023, its #162 holding.
PFS Investments first reported a position in American Tower in Q2 2019 and has held it in 17 quarters since.
PFS Investments's American Tower position peaked at $11.8M in Q2 2022.
1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.