San Luis Wealth Advisors’s American Tower AMT Stock Holding History

San Luis Wealth 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
2022 Q4	–	Sell	-2,317	Closed	-$497K	–	71
2022 Q3	$497K	Buy	2,317 +261	+13%	+$67.1K	0.52%	49
2022 Q2	$525K	Sell	2,056 -776	-27%	-$195K	0.6%	38
2022 Q1	$828K	Hold	2,832	–	–	0.4%	58
2021 Q4	$828K	Sell	2,832 -2,919	-51%	-$797K	0.84%	32
2021 Q3	$1.53M	Buy	+5,751	New	+$1.64M	0.85%	31

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

San Luis Wealth Advisors's AMT Position: Q4 2022 in Review

San Luis Wealth Advisors sold out of American Tower (AMT) in Q4 2022, closing a stake of 2,317 shares — an estimated $497K sold.

San Luis Wealth Advisors first reported a position in AMT in Q3 2021 and held it in 5 quarters. The position peaked at $1.53M in Q3 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

San Luis Wealth Advisors reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 2,317 American Tower shares in Q4 2022, an estimated $497K.
San Luis Wealth Advisors first reported a position in American Tower in Q3 2021 and held it in 5 quarters.
San Luis Wealth Advisors's American Tower position peaked at $1.53M in Q3 2021.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on San Luis Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.