SVB Wealth’s American Tower AMT Stock Holding History

SVB Wealth’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$853K	Sell	3,858 -2,835	-42%	-$627K	0.05%	242
2025 Q1	$1.46M	Sell	6,693 -3,120	-32%	-$679K	0.06%	129
2024 Q4	$1.8M	Buy	+9,813	New	+$1.8M	0.03%	239
2024 Q3	–	Sell	-46,020	Closed	-$8.95M	–	48
2024 Q2	$8.95M	Sell	46,020 -2,843	-6%	-$553K	0.22%	107
2024 Q1	$9.65M	Sell	48,863 -2,801	-5%	-$553K	0.22%	113
2023 Q4	$11.2M	Sell	51,664 -13,240	-20%	-$2.86M	0.27%	97
2023 Q3	$10.7M	Sell	64,904 -7,515	-10%	-$1.24M	0.23%	102
2023 Q2	$14M	Sell	72,419 -20,448	-22%	-$3.97M	0.25%	94
2023 Q1	$19M	Sell	92,867 -5,501	-6%	-$1.12M	0.27%	73
2022 Q4	$20.8M	Sell	98,368 -7,205	-7%	-$1.53M	0.28%	74
2022 Q3	$22.7M	Buy	105,573 +6,346	+6%	+$1.36M	0.33%	58
2022 Q2	$25.4M	Sell	99,227 -5,291	-5%	-$1.35M	0.39%	49
2022 Q1	$26.3M	Buy	104,518 +9,596	+10%	+$2.41M	0.35%	55
2021 Q4	$27.8M	Buy	94,922 +7,960	+9%	+$2.33M	0.46%	51
2021 Q3	$23.1M	Buy	86,962 +1,926	+2%	+$511K	0.3%	63
2021 Q2	$23M	Buy	85,036 +9,530	+13%	+$2.57M	0.29%	67
2021 Q1	$18.1M	Buy	75,506 +66,465	+735%	+$15.9M	0.25%	76
2020 Q4	$2.03M	Sell	9,041 -3,659	-29%	-$822K	0.03%	235
2020 Q3	$3.07M	Buy	12,700 +509	+4%	+$123K	0.05%	184
2020 Q2	$3.15M	Buy	12,191 +1,228	+11%	+$318K	0.06%	167
2020 Q1	$2.39M	Sell	10,963 -505	-4%	-$110K	0.06%	163
2019 Q4	$2.64M	Sell	11,468 -2,914	-20%	-$670K	0.05%	189
2019 Q3	$3.18M	Sell	14,382 -246	-2%	-$54.4K	0.06%	161
2019 Q2	$2.99M	Sell	14,628 -3,352	-19%	-$685K	0.1%	161
2019 Q1	$3.54M	Sell	17,980 -2,092	-10%	-$412K	0.14%	114
2018 Q4	$3.18M	Buy	20,072 +559	+3%	+$88.4K	0.14%	116
2018 Q3	$2.84M	Sell	19,513 -1,868	-9%	-$271K	0.1%	143
2018 Q2	$3.08M	Buy	21,381 +1,603	+8%	+$231K	0.12%	130
2018 Q1	$2.88M	Sell	19,778 -696	-3%	-$101K	0.11%	142
2017 Q4	$2.92M	Sell	20,474 -220	-1%	-$31.4K	0.11%	141
2017 Q3	$2.83M	Sell	20,694 -331	-2%	-$45.3K	0.11%	147
2017 Q2	$2.78M	Sell	21,025 -1,884	-8%	-$249K	0.11%	157
2017 Q1	$2.78M	Sell	22,909 -11,627	-34%	-$1.41M	0.11%	153
2016 Q4	$3.65M	Sell	34,536 -18,488	-35%	-$1.95M	0.15%	119
2016 Q3	$6.01M	Sell	53,024 -3,454	-6%	-$391K	0.24%	103
2016 Q2	$6.42M	Sell	56,478 -4,344	-7%	-$493K	0.26%	100
2016 Q1	$6.23M	Sell	60,822 -2,031	-3%	-$208K	0.25%	96
2015 Q4	$6.09M	Sell	62,853 -14,212	-18%	-$1.38M	0.24%	103
2015 Q3	$6.78M	Sell	77,065 -9,461	-11%	-$832K	0.26%	96
2015 Q2	$8.07M	Buy	86,526 +4,096	+5%	+$382K	0.27%	99
2015 Q1	$7.76M	Buy	82,430 +2,779	+3%	+$262K	0.25%	108
2014 Q4	$7.87M	Buy	+79,651	New	+$7.87M	0.25%	106