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Tandem Wealth Advisors’s American Tower AMT Stock Holding History

Tandem 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 		– Sell
-1,342
Closed -$260K – 60
2023
Q2 		$260K Buy
1,342
+272
+25% +$53.2K 0.16% 40
2023
Q1 		$219K Buy
+1,070
New +$224K 0.14% 41

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

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

Tandem Wealth Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,342 shares — an estimated $260K sold.

Tandem Wealth Advisors first reported a position in AMT in Q1 2023 and held it in 2 quarters. The position peaked at $260K in Q2 2023. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Tandem Wealth Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,342 American Tower shares in Q3 2023, an estimated $260K.
  • Tandem Wealth Advisors first reported a position in American Tower in Q1 2023 and held it in 2 quarters.
  • Tandem Wealth Advisors's American Tower position peaked at $260K in Q2 2023.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Tandem Wealth Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.