TrustCore Financial Services’s American Tower AMT Stock Holding History

TrustCore Financial Services’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
2022 Q4	$52.1K	Sell	246 -152	-38%	-$31.6K	﹤0.01%	448
2022 Q3	$85K	Buy	398 +7	+2%	+$1.8K	0.01%	368
2022 Q2	$100K	Hold	391	–	–	0.01%	342
2022 Q1	$98K	Sell	391 -27	-6%	-$6.59K	0.01%	360
2021 Q4	$122K	Hold	418	–	–	0.01%	308
2021 Q3	$111K	Hold	418	–	–	0.01%	335
2021 Q2	$113K	Buy	418 +152	+57%	+$38.7K	0.01%	326
2021 Q1	$64K	Buy	266 +27	+11%	+$6.01K	0.01%	394
2020 Q4	$54K	Buy	239 +67	+39%	+$15.6K	0.01%	413
2020 Q3	$42K	Sell	172 -194	-53%	-$49.2K	0.01%	401
2020 Q2	$95K	Buy	366 +92	+34%	+$22.8K	0.02%	310
2020 Q1	$60K	Buy	274 +100	+57%	+$23.3K	0.01%	337
2019 Q4	$40K	Hold	174	–	–	0.01%	408
2019 Q3	$38K	Buy	174 +2	+1%	+$437	0.01%	416
2019 Q2	$35K	Buy	172 +122	+244%	+$24.5K	0.01%	419
2019 Q1	$10K	Buy	+50	New	+$8.77K	﹤0.01%	554

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

TrustCore Financial Services's AMT Position: Q4 2022 in Review

TrustCore Financial Services reduced its American Tower (AMT) stake by 38% in Q4 2022, selling an estimated $31.6K and leaving 246 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

TrustCore Financial Services first reported a position in AMT in Q1 2019 and has held it in 16 quarters since. The position peaked at $122K in Q4 2021. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

TrustCore Financial Services held 246 shares of American Tower worth $52.1K as of Q4 2022.
TrustCore Financial Services sold 152 American Tower shares in Q4 2022, an estimated $31.6K.
American Tower made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #448 holding.
TrustCore Financial Services first reported a position in American Tower in Q1 2019 and has held it in 16 quarters since.
TrustCore Financial Services's American Tower position peaked at $122K in Q4 2021.
1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.