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SimplyRich’s American Tower AMT Stock Holding History

SimplyRich’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
Q3 		– Sell
-885
Closed -$226K – 155
2022
Q2 		$226K Hold
885
– – 0.09% 150
2022
Q1 		$222K Sell
885
-327
-27% -$79.8K 0.08% 165
2021
Q4 		$355K Buy
1,212
+140
+13% +$38.2K 0.12% 137
2021
Q3 		$284K Buy
1,072
+46
+4% +$13.1K 0.1% 149
2021
Q2 		$277K Buy
1,026
+149
+17% +$38K 0.13% 135
2021
Q1 		$210K Buy
+877
New +$195K 0.08% 163

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

SimplyRich's AMT Position: Q3 2022 in Review

SimplyRich sold out of American Tower (AMT) in Q3 2022, closing a stake of 885 shares — an estimated $226K sold.

SimplyRich first reported a position in AMT in Q1 2021 and held it in 6 quarters. The position peaked at $355K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • SimplyRich reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • SimplyRich sold 885 American Tower shares in Q3 2022, an estimated $226K.
  • SimplyRich first reported a position in American Tower in Q1 2021 and held it in 6 quarters.
  • SimplyRich's American Tower position peaked at $355K in Q4 2021.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on SimplyRich's 13F filing for Q3 2022, filed 1 Nov 2022.