Polaris Wealth Advisory Group’s American Tower AMT Stock Holding History

Polaris Wealth Advisory Group’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	–	Sell	-20,786	Closed	-$4.03M	–	170
2023 Q2	$4.03M	Buy	20,786 +14,294	+220%	+$2.79M	0.31%	82
2023 Q1	$1.33M	Sell	6,492 -137	-2%	-$28.7K	0.1%	109
2022 Q4	$1.51M	Sell	6,629 -52,377	-89%	-$10.9M	0.11%	102
2022 Q3	$11.2M	Buy	+59,006	New	+$15.2M	0.93%	38
2021 Q3	–	Sell	-116,882	Closed	-$31.6M	–	171
2021 Q2	$31.6M	Buy	+116,882	New	+$29.8M	1.88%	21
2020 Q2	–	Sell	-97,873	Closed	-$21.3M	–	147
2020 Q1	$21.3M	Buy	+97,873	New	+$22.8M	2.32%	19

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polaris Wealth Advisory Group's AMT Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of American Tower (AMT) in Q3 2023, closing a stake of 20,786 shares — an estimated $4.03M sold.

Polaris Wealth Advisory Group first reported a position in AMT in Q1 2020 and held it in 6 quarters. The position peaked at $31.6M in Q2 2021. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 20,786 American Tower shares in Q3 2023, an estimated $4.03M.
Polaris Wealth Advisory Group first reported a position in American Tower in Q1 2020 and held it in 6 quarters.
Polaris Wealth Advisory Group's American Tower position peaked at $31.6M in Q2 2021.
1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.