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Sutton Wealth Advisors’s American Tower AMT Stock Holding History

Sutton Wealth Advisors’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 		$43.1K Buy
262
+40
+18% +$7.31K 0.02% 245
2023
Q2 		$43.1K Sell
222
-2
-0.9% -$391 0.02% 243
2023
Q1 		$45.8K Sell
224
-15
-6% -$3.15K 0.02% 209
2022
Q4 		$50.6K Sell
239
-37
-13% -$7.7K 0.02% 389
2022
Q3 		$59.3K Sell
276
-5
-2% -$1.28K 0.02% 344
2022
Q2 		$71.8K Hold
281
– – 0.03% 295
2022
Q1 		$70.6K Buy
281
+24
+9% +$5.86K 0.02% 319
2021
Q4 		$75.2K Hold
257
– – 0.03% 311
2021
Q3 		$68.2K Sell
257
-94
-27% -$26.8K 0.03% 316
2021
Q2 		$94.8K Buy
351
+41
+13% +$10.4K 0.03% 259
2021
Q1 		$74.1K Buy
310
+11
+4% +$2.45K 0.03% 288
2020
Q4 		$67.1K Buy
299
+22
+8% +$5.11K 0.03% 290
2020
Q3 		$67K Sell
277
-32
-10% -$8.11K 0.03% 253
2020
Q2 		$79.9K Buy
309
+12
+4% +$2.97K 0.04% 226
2020
Q1 		$64.7K Buy
297
+134
+82% +$31.2K 0.04% 232
2019
Q4 		$37.5K Buy
163
+1
+0.6% +$218 0.02% 393
2019
Q3 		$35.8K Hold
162
– – 0.02% 397
2019
Q2 		$33.1K Buy
162
+4
+3% +$804 0.02% 422
2019
Q1 		$31.1K Buy
158
+10
+7% +$1.75K 0.02% 431
2018
Q4 		$23.4K Buy
148
+69
+87% +$10.8K 0.02% 475
2018
Q3 		$11.5K Hold
79
– – 0.01% 760
2018
Q2 		$11.4K Hold
79
– – 0.01% 802
2018
Q1 		$11.5K Hold
79
– – 0.01% 777
2017
Q4 		$11.3K Hold
79
– – 0.01% 746
2017
Q3 		$10.8K Buy
79
+3
+4% +$418 0.01% 750
2017
Q2 		$10.1K Buy
76
+18
+31% +$2.31K 0.01% 750
2017
Q1 		$7.05K Hold
58
– – 0.01% 793
2016
Q4 		$6.13K Hold
58
– – 0.01% 808
2016
Q3 		$6.57K Hold
58
– – 0.01% 774
2016
Q2 		$6.59K Hold
58
– – 0.01% 724
2016
Q1 		$5.94K Buy
+58
New +$5.42K 0.01% 709

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sutton Wealth Advisors's AMT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its American Tower (AMT) stake by 18% in Q3 2023, buying an estimated $7.31K and bringing the position to 262 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #245.

Sutton Wealth Advisors first reported a position in AMT in Q1 2016 and has held it in 31 quarters since. The position peaked at $94.8K in Q2 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Sutton Wealth Advisors held 262 shares of American Tower worth $43.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 40 American Tower shares in Q3 2023, an estimated $7.31K.
  • American Tower made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #245 holding.
  • Sutton Wealth Advisors first reported a position in American Tower in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's American Tower position peaked at $94.8K in Q2 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.