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TRUE Private Wealth Advisors’s American Tower AMT Stock Holding History

TRUE Private 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
Q2 		– Sell
-1,103
Closed -$225K – 243
2023
Q1 		$225K Buy
1,103
+12
+1% +$2.52K 0.03% 204
2022
Q4 		$231K Buy
1,091
+34
+3% +$7.08K 0.04% 198
2022
Q3 		$227K Buy
1,057
+36
+4% +$9.25K 0.03% 186
2022
Q2 		$261K Hold
1,021
– – 0.04% 183
2022
Q1 		$250K Buy
1,021
+31
+3% +$7.56K 0.04% 205
2021
Q4 		$289K Buy
990
+85
+9% +$23.2K 0.04% 207
2021
Q3 		$241K Buy
905
+2
+0.2% +$570 0.04% 210
2021
Q2 		$245K Buy
903
+8
+0.9% +$2.04K 0.04% 201
2021
Q1 		$214K Sell
895
-139
-13% -$31K 0.03% 215
2020
Q4 		$233K Buy
1,034
+54
+6% +$12.6K 0.04% 180
2020
Q3 		$238K Hold
980
– – 0.04% 169
2020
Q2 		$254K Buy
980
+96
+11% +$23.7K 0.05% 159
2020
Q1 		$192K Sell
884
-3,194
-78% -$743K 0.04% 149
2019
Q4 		$941K Buy
4,078
+769
+23% +$168K 0.14% 90
2019
Q3 		$734K Sell
3,309
-9
-0.3% -$1.96K 0.13% 95
2019
Q2 		$681K Buy
3,318
+5
+0.2% +$1K 0.12% 100
2019
Q1 		$652K Buy
3,313
+136
+4% +$23.9K 0.12% 98
2018
Q4 		$505K Sell
3,177
-3,314
-51% -$518K 0.09% 137
2018
Q3 		$948K Buy
6,491
+477
+8% +$70K 0.13% 101
2018
Q2 		$871K Buy
6,014
+563
+10% +$78.2K 0.14% 103
2018
Q1 		$792K Buy
5,451
+194
+4% +$27.3K 0.14% 96
2017
Q4 		$753K Buy
5,257
+3,137
+148% +$448K 0.13% 98
2017
Q3 		$291K Hold
2,120
– – 0.07% 123
2017
Q2 		$281K Hold
2,120
– – 0.07% 120
2017
Q1 		$258K Hold
2,120
– – 0.06% 123
2016
Q4 		$218K Hold
2,120
– – 0.05% 135
2016
Q3 		$238K Sell
2,120
-8
-0.4% -$915 0.08% 124
2016
Q2 		$241K Hold
2,128
– – 0.08% 121
2016
Q1 		$218K Buy
+2,128
New +$199K 0.08% 118

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

TRUE Private Wealth Advisors's AMT Position: Q2 2023 in Review

TRUE Private Wealth Advisors sold out of American Tower (AMT) in Q2 2023, closing a stake of 1,103 shares — an estimated $225K sold.

TRUE Private Wealth Advisors first reported a position in AMT in Q1 2016 and held it in 29 quarters. The position peaked at $948K in Q3 2018. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • TRUE Private Wealth Advisors reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,103 American Tower shares in Q2 2023, an estimated $225K.
  • TRUE Private Wealth Advisors first reported a position in American Tower in Q1 2016 and held it in 29 quarters.
  • TRUE Private Wealth Advisors's American Tower position peaked at $948K in Q3 2018.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.