Ranch Capital Advisors’s American Tower AMT Stock Holding History

Ranch Capital Advisors’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
2024 Q1	–	Sell	-1,269	Closed	-$275K	–	155
2023 Q4	$275K	Buy	+1,269	New	+$240K	0.17%	121
2023 Q3	–	Sell	-1,210	Closed	-$236K	–	143
2023 Q2	$236K	Sell	1,210 -84	-6%	-$16.4K	0.17%	128
2023 Q1	$264K	Buy	1,294 +31	+2%	+$6.5K	0.19%	124
2022 Q4	$267K	Buy	1,263 +27	+2%	+$5.62K	0.21%	123
2022 Q3	$265K	Buy	1,236 +16	+1%	+$4.11K	0.22%	123
2022 Q2	$312K	Buy	1,220 +41	+3%	+$10.3K	0.24%	110
2022 Q1	$296K	Buy	1,179 +40	+4%	+$9.76K	0.2%	121
2021 Q4	$333K	Sell	1,139 -1	-0.1%	-$273	0.22%	115
2021 Q3	$303K	Buy	1,140 +73	+7%	+$20.8K	0.19%	126
2021 Q2	$288K	Buy	1,067 +38	+4%	+$9.68K	0.17%	130
2021 Q1	$246K	Buy	1,029 +25	+2%	+$5.57K	0.16%	139
2020 Q4	$225K	Buy	1,004 +65	+7%	+$15.1K	0.16%	135
2020 Q3	$233K	Buy	939 +14	+2%	+$3.55K	0.19%	123
2020 Q2	$234K	Sell	925 -116	-11%	-$28.7K	0.18%	126
2020 Q1	$226K	Buy	1,041 +276	+36%	+$64.2K	0.22%	111
2019 Q4	$176K	Buy	+765	New	+$167K	0.14%	150

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

Principal Financial Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return