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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return