Summit Wealth Group’s American Tower AMT Stock Holding History

Summit Wealth 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	-127,099	Closed	-$1K	–	89
2023 Q1	$1K	Buy	+127,099	New	+$26.7M	0.02%	107
2021 Q3	–	Sell	-190	Closed	-$51K	–	52
2021 Q2	$51K	Hold	190	–	–	0.08%	52
2021 Q1	$45K	Buy	+190	New	+$42.3K	0.07%	51

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Summit Wealth Group's AMT Position: Q2 2023 in Review

Summit Wealth Group sold out of American Tower (AMT) in Q2 2023, closing a stake of 127,099 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in AMT in Q1 2021 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Summit Wealth Group reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 127,099 American Tower shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in American Tower in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's American Tower position peaked at $51K in Q2 2021.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.