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Surevest’s American Tower AMT Stock Holding History

Surevest’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
Q3 		$6K Sell
30
-138
-82% -$35.5K ﹤0.01% 306
2022
Q2 		$43K Buy
+168
New +$42.2K 0.01% 210

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Surevest's AMT Position: Q3 2022 in Review

Surevest reduced its American Tower (AMT) stake by 82% in Q3 2022, selling an estimated $35.5K and leaving 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Surevest first reported a position in AMT in Q2 2022 and has held it in 2 quarters since. The position peaked at $43K in Q2 2022. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • Surevest held 30 shares of American Tower worth $6K as of Q3 2022.
  • Surevest sold 138 American Tower shares in Q3 2022, an estimated $35.5K.
  • American Tower made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #306 holding.
  • Surevest first reported a position in American Tower in Q2 2022 and has held it in 2 quarters since.
  • Surevest's American Tower position peaked at $43K in Q2 2022.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.