VWA
AMT icon

V Wealth Advisors’s American Tower AMT Stock Holding History

V 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
-2,103
Closed -$408K – 124
2023
Q2 		$408K Sell
2,103
-28
-1% -$5.47K 0.07% 225
2023
Q1 		$435K Buy
2,131
+17
+0.8% +$3.57K 0.08% 217
2022
Q4 		$448K Buy
2,114
+292
+16% +$60.8K 0.09% 201
2022
Q3 		$391K Sell
1,822
-363
-17% -$93.3K 0.08% 237
2022
Q2 		$558K Sell
2,185
-837
-28% -$210K 0.11% 203
2022
Q1 		$760K Sell
3,022
-389
-11% -$94.9K 0.12% 186
2021
Q4 		$997K Buy
3,411
+6
+0.2% +$1.64K 0.15% 156
2021
Q3 		$904K Sell
3,405
-249
-7% -$71K 0.14% 162
2021
Q2 		$987K Buy
3,654
+292
+9% +$74.4K 0.16% 152
2021
Q1 		$804K Sell
3,362
-260
-7% -$57.9K 0.15% 172
2020
Q4 		$813K Buy
+3,622
New +$842K 0.17% 155
2020
Q3 		– Sell
-3,247
Closed -$840K – 177
2020
Q2 		$840K Buy
3,247
+297
+10% +$73.5K 0.22% 115
2020
Q1 		$642K Buy
2,950
+574
+24% +$134K 0.2% 129
2019
Q4 		$525K Hold
2,376
– – 0.19% 130
2019
Q3 		$525K Buy
2,376
+414
+21% +$90.4K 0.19% 130
2019
Q2 		$402K Buy
1,962
+463
+31% +$93.1K 0.15% 155
2019
Q1 		$289K Buy
+1,499
New +$263K 0.12% 185
2017
Q3 		– Sell
-700
Closed -$92K – 219
2017
Q2 		$92K Buy
+700
New +$89.7K 0.04% 247

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

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

V Wealth Advisors sold out of American Tower (AMT) in Q3 2023, closing a stake of 2,103 shares — an estimated $408K sold.

V Wealth Advisors first reported a position in AMT in Q2 2017 and held it in 18 quarters. The position peaked at $997K in Q4 2021. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • V Wealth Advisors reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,103 American Tower shares in Q3 2023, an estimated $408K.
  • V Wealth Advisors first reported a position in American Tower in Q2 2017 and held it in 18 quarters.
  • V Wealth Advisors's American Tower position peaked at $997K in Q4 2021.
  • 1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.