Standard Family Office’s American Tower AMT Stock Holding History

Standard Family Office’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	-567	Closed	-$122K	–	35
2022 Q3	$122K	Hold	567	–	–	0.05%	64
2022 Q2	$145K	Buy	+567	New	+$142K	1.44%	21
2022 Q1	–	Sell	-614	Closed	-$180K	–	84
2021 Q4	$180K	Buy	+614	New	+$168K	1.6%	18
2021 Q3	–	Sell	-2,018	Closed	-$545K	–	93
2021 Q2	$545K	Hold	2,018	–	–	0.11%	83
2021 Q1	$482K	Hold	2,018	–	–	0.11%	69
2020 Q4	$453K	Buy	+2,018	New	+$469K	0.11%	74

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 $3.37T AUM 44.26% 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

Standard Family Office's AMT Position: Q4 2022 in Review

Standard Family Office sold out of American Tower (AMT) in Q4 2022, closing a stake of 567 shares — an estimated $122K sold.

Standard Family Office first reported a position in AMT in Q4 2020 and held it in 6 quarters. The position peaked at $545K in Q2 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Standard Family Office reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 567 American Tower shares in Q4 2022, an estimated $122K.
Standard Family Office first reported a position in American Tower in Q4 2020 and held it in 6 quarters.
Standard Family Office's American Tower position peaked at $545K in Q2 2021.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.