Triad Financial Advisors’s American Tower AMT Stock Holding History

Triad Financial 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 Q2	–	Sell	-1,014	Closed	-$207K	–	95
2023 Q1	$207K	Hold	1,014	–	–	0.09%	96
2022 Q4	$215K	Hold	1,014	–	–	0.1%	104
2022 Q3	$218K	Hold	1,014	–	–	0.12%	96
2022 Q2	$259K	Hold	1,014	–	–	0.14%	84
2022 Q1	$255K	Hold	1,014	–	–	0.14%	95
2021 Q4	$297K	Buy	+1,014	New	+$277K	0.18%	85

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Triad Financial Advisors's AMT Position: Q2 2023 in Review

Triad Financial Advisors sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,014 shares — an estimated $207K sold.

Triad Financial Advisors first reported a position in AMT in Q4 2021 and held it in 6 quarters. The position peaked at $297K in Q4 2021. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

Triad Financial Advisors reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
Triad Financial Advisors sold 1,014 American Tower shares in Q2 2023, an estimated $207K.
Triad Financial Advisors first reported a position in American Tower in Q4 2021 and held it in 6 quarters.
Triad Financial Advisors's American Tower position peaked at $297K in Q4 2021.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Triad Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.