PrairieView Partners’s American Tower AMT Stock Holding History

PrairieView Partners’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	-103	Closed	-$16K	–	358
2023 Q3	$16K	Buy	103 +1	+1%	+$183	﹤0.01%	254
2023 Q2	$19K	Buy	102 +1	+1%	+$196	﹤0.01%	270
2023 Q1	$20K	Sell	101 -19	-16%	-$3.99K	﹤0.01%	254
2022 Q4	$25K	Buy	120 +20	+20%	+$4.16K	﹤0.01%	239
2022 Q3	$21K	Hold	100	–	–	﹤0.01%	245
2022 Q2	$26K	Hold	100	–	–	﹤0.01%	246
2022 Q1	$25K	Hold	100	–	–	﹤0.01%	259
2021 Q4	$29K	Hold	100	–	–	﹤0.01%	260
2021 Q3	$27K	Hold	100	–	–	﹤0.01%	211
2021 Q2	$27K	Hold	100	–	–	﹤0.01%	207
2021 Q1	$24K	Buy	+100	New	+$22.3K	﹤0.01%	209

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

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

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