RBA
Richard Bernstein Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,623
| Closed | -$3.61M | – | 207 |
|
|
2023
Q2 | $3.61M | Buy |
18,623
+8,981
| +93% | +$1.74M | 0.08% | 84 |
|
|
2023
Q1 | $1.97M | Hold |
9,642
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $2.04M | Sell |
9,642
-3,207
| -25% | -$679K | 0.05% | 158 |
|
|
2022
Q3 | $2.76M | Sell |
12,849
-11
| -0.1% | -$2.36K | 0.07% | 134 |
|
|
2022
Q2 | $3.29M | Buy |
12,860
+11
| +0.1% | +$2.81K | 0.07% | 140 |
|
|
2022
Q1 | $3.23M | Hold |
12,849
| – | – | 0.06% | 154 |
|
|
2021
Q4 | $3.76M | Buy |
+12,849
| New | +$3.76M | 0.07% | 135 |
|
|
2020
Q2 | – | Sell |
-13,387
| Closed | -$2.92M | – | 252 |
|
|
2020
Q1 | $2.92M | Sell |
13,387
-3,237
| -19% | -$705K | 0.1% | 115 |
|
|
2019
Q4 | $3.82M | Hold |
16,624
| – | – | 0.12% | 123 |
|
|
2019
Q3 | $3.68M | Hold |
16,624
| – | – | 0.12% | 126 |
|
|
2019
Q2 | $3.4M | Buy |
+16,624
| New | +$3.4M | 0.11% | 138 |
|
|
2016
Q3 | – | Sell |
-24,115
| Closed | -$2.74M | – | 222 |
|
|
2016
Q2 | $2.74M | Hold |
24,115
| – | – | 0.26% | 123 |
|
|
2016
Q1 | $2.47M | Buy |
+24,115
| New | +$2.47M | 0.25% | 140 |
|
|
2015
Q2 | – | Sell |
-8,641
| Closed | -$814K | – | 195 |
|
|
2015
Q1 | $814K | Hold |
8,641
| – | – | 0.11% | 161 |
|
|
2014
Q4 | $854K | Hold |
8,641
| – | – | 0.09% | 211 |
|
|
2014
Q3 | $809K | Hold |
8,641
| – | – | 0.09% | 215 |
|
|
2014
Q2 | $778K | Hold |
8,641
| – | – | 0.09% | 214 |
|
|
2014
Q1 | $707K | Hold |
8,641
| – | – | 0.1% | 206 |
|
|
2013
Q4 | $690K | Hold |
8,641
| – | – | 0.14% | 205 |
|
|
2013
Q3 | $641K | Hold |
8,641
| – | – | 0.19% | 189 |
|
|
2013
Q2 | $632K | Buy |
+8,641
| New | +$632K | 0.21% | 170 |
|