PRW Wealth Management’s American Tower AMT Stock Holding History

PRW Wealth Management’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	$220K	Hold	1,277	–	–	0.08%	96
2023 Q2	$238K	Buy	1,277 +180	+16%	+$35.2K	0.08%	65
2023 Q1	$224K	Hold	1,097	–	–	0.09%	99
2022 Q4	$232K	Hold	1,097	–	–	0.1%	58
2022 Q3	$236K	Hold	1,097	–	–	0.11%	78
2022 Q2	$280K	Hold	1,097	–	–	0.16%	65
2022 Q1	$276K	Hold	1,097	–	–	0.12%	82
2021 Q4	$321K	Hold	1,097	–	–	0.15%	73
2021 Q3	$291K	Buy	+1,097	New	+$313K	0.15%	72
2021 Q2	–	Sell	-1,097	Closed	-$262K	–	260
2021 Q1	$262K	Sell	1,097 -93	-8%	-$20.7K	0.13%	76
2020 Q4	$267K	Hold	1,190	–	–	0.15%	74
2020 Q3	$288K	Hold	1,190	–	–	0.21%	60
2020 Q2	$308K	Sell	1,190 -4	-0.3%	-$990	0.25%	53
2020 Q1	$260K	Buy	+1,194	New	+$278K	0.32%	45
2019 Q3	–	Sell	-1,356	Closed	-$277K	–	42
2019 Q2	$277K	Hold	1,356	–	–	0.31%	45
2019 Q1	$267K	Hold	1,356	–	–	0.25%	46
2018 Q4	$215K	Buy	+1,356	New	+$212K	0.27%	54

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return