SFG
AMT icon

StrategIQ Financial Group’s American Tower AMT Stock Holding History

StrategIQ 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
Q2 		– Sell
-1,079
Closed -$220K – 304
2023
Q1 		$220K Sell
1,079
-25
-2% -$5.25K 0.03% 272
2022
Q4 		$234K Sell
1,104
-521
-32% -$108K 0.03% 258
2022
Q3 		$349K Sell
1,625
-15
-0.9% -$3.85K 0.04% 212
2022
Q2 		$419K Buy
1,640
+10
+0.6% +$2.51K 0.05% 199
2022
Q1 		$409K Buy
1,630
+24
+1% +$5.86K 0.04% 218
2021
Q4 		$470K Buy
1,606
+633
+65% +$173K 0.05% 203
2021
Q3 		$258K Sell
973
-25
-3% -$7.13K 0.05% 192
2021
Q2 		$270K Sell
998
-1
-0.1% -$255 0.05% 186
2021
Q1 		$239K Sell
999
-40
-4% -$8.91K 0.05% 193
2020
Q4 		$233K Buy
+1,039
New +$242K 0.05% 188

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 $3.38T AUM 44.17% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

StrategIQ Financial Group's AMT Position: Q2 2023 in Review

StrategIQ Financial Group sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,079 shares — an estimated $220K sold.

StrategIQ Financial Group first reported a position in AMT in Q4 2020 and held it in 10 quarters. The position peaked at $470K in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • StrategIQ Financial Group reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • StrategIQ Financial Group sold 1,079 American Tower shares in Q2 2023, an estimated $220K.
  • StrategIQ Financial Group first reported a position in American Tower in Q4 2020 and held it in 10 quarters.
  • StrategIQ Financial Group's American Tower position peaked at $470K in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on StrategIQ Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.