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USA Financial Formulas’s American Tower AMT Stock Holding History

USA Financial Formulas’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
-2
Closed -$388 – 496
2023
Q2 		$388 Hold
2
– – ﹤0.01% 456
2023
Q1 		$409 Buy
+2
New +$420 ﹤0.01% 381
2022
Q3 		$0 Hold
2
– – ﹤0.01% 297
2022
Q2 		$1K Hold
2
– – ﹤0.01% 233
2022
Q1 		$1K Hold
2
– – ﹤0.01% 266
2021
Q4 		$1K Hold
2
– – ﹤0.01% 292
2021
Q3 		$1K Hold
2
– – ﹤0.01% 338
2021
Q2 		$1K Hold
2
– – ﹤0.01% 332
2021
Q1 		$0 Hold
2
– – ﹤0.01% 333
2020
Q4 		$0 Sell
2
-7
-78% -$1.63K ﹤0.01% 319
2020
Q3 		$2K Buy
9
+7
+350% +$1.77K ﹤0.01% 208
2020
Q2 		$1K Hold
2
– – ﹤0.01% 141
2020
Q1 		$0 Hold
2
– – ﹤0.01% 206
2019
Q4 		$0 Sell
2
-11,900
-100% -$2.59M ﹤0.01% 225
2019
Q3 		$2.63M Buy
11,902
+1,934
+19% +$422K 1.02% 55
2019
Q2 		$1.96M Buy
9,968
+2,445
+33% +$492K 0.99% 24
2019
Q1 		$1.48M Buy
+7,523
New +$1.32M 0.93% 24
2017
Q4 		– Sell
-24,393
Closed -$3.33M – 256
2017
Q3 		$3.33M Buy
+24,393
New +$3.4M 0.79% 49
2016
Q4 		– Sell
-22,515
Closed -$2.55M – 245
2016
Q3 		$2.55M Buy
+22,515
New +$2.57M 0.65% 60
2015
Q1 		– Sell
-19,152
Closed -$1.89M – 183
2014
Q4 		$1.89M Buy
+19,152
New +$1.88M 0.65% 63

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

USA Financial Formulas's AMT Position: Q3 2023 in Review

USA Financial Formulas sold out of American Tower (AMT) in Q3 2023, closing a stake of 2 shares — an estimated $388 sold.

USA Financial Formulas first reported a position in AMT in Q4 2014 and held it in 20 quarters. The position peaked at $3.33M in Q3 2017. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • USA Financial Formulas reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • USA Financial Formulas sold 2 American Tower shares in Q3 2023, an estimated $388.
  • USA Financial Formulas first reported a position in American Tower in Q4 2014 and held it in 20 quarters.
  • USA Financial Formulas's American Tower position peaked at $3.33M in Q3 2017.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.