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 $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

PRW Wealth Management's AMT Position: Q3 2023 in Review

PRW Wealth Management held its American Tower (AMT) position steady in Q3 2023 at 1,277 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #96.

PRW Wealth Management first reported a position in AMT in Q4 2018 and has held it in 17 quarters since. The position peaked at $321K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

PRW Wealth Management held 1,277 shares of American Tower worth $220K as of Q3 2023.
PRW Wealth Management left its American Tower share count unchanged in Q3 2023.
American Tower made up 0.08% of PRW Wealth Management's portfolio in Q3 2023, its #96 holding.
PRW Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 17 quarters since.
PRW Wealth Management's American Tower position peaked at $321K in Q4 2021.
1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.