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Steward Financial Group’s American Tower AMT Stock Holding History

Steward 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
Q3 		$4K Buy
+28
New +$5.11K ﹤0.01% 678
2023
Q2 		– Sell
-24
Closed -$4K – 450
2023
Q1 		$4K Hold
24
– – ﹤0.01% 340
2022
Q4 		$5K Buy
+24
New +$5K ﹤0.01% 187
2022
Q3 		– Sell
-57
Closed -$14K – 121
2022
Q2 		$14K Sell
57
-12
-17% -$3.01K 0.01% 196
2022
Q1 		$17K Buy
+69
New +$16.8K 0.02% 168

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Steward Financial Group's AMT Position: Q3 2023 in Review

Steward Financial Group opened a new position in American Tower (AMT) in Q3 2023: 28 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AMT as recently as Q1 2023.

Steward Financial Group first reported a position in AMT in Q1 2022 and has held it in 5 quarters since. The position peaked at $17K in Q1 2022. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Steward Financial Group held 28 shares of American Tower worth $4K as of Q3 2023.
  • American Tower was a new Steward Financial Group position in Q3 2023.
  • American Tower made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #678 holding.
  • Steward Financial Group first reported a position in American Tower in Q1 2022 and has held it in 5 quarters since.
  • Steward Financial Group's American Tower position peaked at $17K in Q1 2022.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.