SAM
AMT icon

Synergy Asset Management’s American Tower AMT Stock Holding History

Synergy Asset Management’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 		– Sell
-5,824
Closed -$1.13M – 130
2023
Q2 		$1.13M Buy
+5,824
New +$1.14M 0.28% 55
2022
Q1 		– Sell
-891
Closed -$260K – 96
2021
Q4 		$260K Sell
891
-21,398
-96% -$5.85M 0.06% 83
2021
Q3 		$5.92M Sell
22,289
-7,156
-24% -$2.04M 1.37% 27
2021
Q2 		$7.96M Buy
29,445
+2,085
+8% +$531K 2.11% 17
2021
Q1 		$6.54M Buy
+27,360
New +$6.09M 1.96% 13

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

Synergy Asset Management's AMT Position: Q3 2023 in Review

Synergy Asset Management sold out of American Tower (AMT) in Q3 2023, closing a stake of 5,824 shares — an estimated $1.13M sold.

Synergy Asset Management first reported a position in AMT in Q1 2021 and held it in 5 quarters. The position peaked at $7.96M in Q2 2021. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Synergy Asset Management reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Synergy Asset Management sold 5,824 American Tower shares in Q3 2023, an estimated $1.13M.
  • Synergy Asset Management first reported a position in American Tower in Q1 2021 and held it in 5 quarters.
  • Synergy Asset Management's American Tower position peaked at $7.96M in Q2 2021.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Synergy Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.