Sequent Asset Management’s American Tower AMT Stock Holding History

Sequent Asset 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 Q2	–	Sell	-1,675	Closed	-$342K	–	55
2023 Q1	$342K	Buy	+1,675	New	+$351K	0.39%	43
2022 Q4	–	Sell	-1,919	Closed	-$412K	–	69
2022 Q3	$412K	Hold	1,919	–	–	0.31%	46
2022 Q2	$491K	Hold	1,919	–	–	0.36%	43
2022 Q1	$482K	Sell	1,919 -177	-8%	-$43.2K	0.28%	47
2021 Q4	$613K	Hold	2,096	–	–	0.33%	41
2021 Q3	$556K	Buy	2,096 +76	+4%	+$21.7K	0.32%	43
2021 Q2	$546K	Hold	2,020	–	–	0.31%	45
2021 Q1	$483K	Buy	+2,020	New	+$450K	0.3%	51

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return