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SBK Financial’s American Tower AMT Stock Holding History

SBK Financial’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 		$318K Hold
1,500
– – 0.5% 55
2022
Q3 		$322K Hold
1,500
– – 0.49% 55
2022
Q2 		$383K Hold
1,500
– – 0.5% 51
2022
Q1 		$377K Buy
+1,500
New +$366K 0.38% 54

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
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

SBK Financial's AMT Position: Q4 2022 in Review

SBK Financial held its American Tower (AMT) position steady in Q4 2022 at 1,500 shares worth $318K. The position accounts for 0.5% of the portfolio, ranked #55.

SBK Financial first reported a position in AMT in Q1 2022 and has held it in 4 quarters since. The position peaked at $383K in Q2 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • SBK Financial held 1,500 shares of American Tower worth $318K as of Q4 2022.
  • SBK Financial left its American Tower share count unchanged in Q4 2022.
  • American Tower made up 0.5% of SBK Financial's portfolio in Q4 2022, its #55 holding.
  • SBK Financial first reported a position in American Tower in Q1 2022 and has held it in 4 quarters since.
  • SBK Financial's American Tower position peaked at $383K in Q2 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.