SNS Financial Group’s American Tower AMT Stock Holding History

SNS Financial Group’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 Q1	–	Sell	-1,491	Closed	-$318K	–	186
2022 Q4	$318K	Buy	1,491 +9	+0.6%	+$1.87K	0.04%	149
2022 Q3	$318K	Hold	1,482	–	–	0.05%	139
2022 Q2	$381K	Sell	1,482 -2	-0.1%	-$502	0.05%	129
2022 Q1	$373K	Sell	1,484 -3	-0.2%	-$732	0.04%	149
2021 Q4	$435K	Sell	1,487 -18	-1%	-$4.92K	0.05%	147
2021 Q3	$400K	Hold	1,505	–	–	0.05%	143
2021 Q2	$407K	Buy	1,505 +18	+1%	+$4.59K	0.05%	141
2021 Q1	$356K	Hold	1,487	–	–	0.05%	143
2020 Q4	$333K	Hold	1,487	–	–	0.05%	140
2020 Q3	$360K	Sell	1,487 -2	-0.1%	-$507	0.06%	139
2020 Q2	$385K	Sell	1,489 -179	-11%	-$44.3K	0.07%	129
2020 Q1	$363K	Buy	1,668 +73	+5%	+$17K	0.08%	135
2019 Q4	$366K	Sell	1,595 -350	-18%	-$76.2K	0.07%	150
2019 Q3	$430K	Buy	1,945 +156	+9%	+$34K	0.09%	121
2019 Q2	$366K	Sell	1,789 -27	-1%	-$5.43K	0.07%	139
2019 Q1	$358K	Sell	1,816 -123	-6%	-$21.6K	0.08%	133
2018 Q4	$307K	Sell	1,939 -30	-2%	-$4.69K	0.08%	135
2018 Q3	$286K	Sell	1,969 -17	-0.9%	-$2.49K	0.07%	140
2018 Q2	$286K	Buy	1,986 +233	+13%	+$32.4K	0.08%	133
2018 Q1	$255K	Buy	1,753 +343	+24%	+$48.3K	0.07%	134
2017 Q4	$201K	Buy	+1,410	New	+$201K	0.05%	164

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

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

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

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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return