Veritable’s American Tower AMT Stock Holding History

Veritable’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	-17,349	Closed	-$3.36M	–	43
2023 Q2	$3.36M	Sell	17,349 -565	-3%	-$110K	0.05%	161
2023 Q1	$3.66M	Sell	17,914 -24	-0.1%	-$5.04K	0.06%	155
2022 Q4	$3.8M	Buy	17,938 +2,046	+13%	+$426K	0.07%	151
2022 Q3	$3.41M	Sell	15,892 -368	-2%	-$94.5K	0.07%	152
2022 Q2	$4.16M	Buy	16,260 +582	+4%	+$146K	0.07%	140
2022 Q1	$3.94M	Buy	15,678 +62	+0.4%	+$15.1K	0.06%	162
2021 Q4	$4.57M	Buy	15,616 +138	+0.9%	+$37.7K	0.07%	145
2021 Q3	$4.11M	Buy	15,478 +200	+1%	+$57K	0.07%	148
2021 Q2	$4.13M	Buy	15,278 +76	+0.5%	+$19.4K	0.07%	148
2021 Q1	$3.63M	Sell	15,202 -362	-2%	-$80.6K	0.06%	154
2020 Q4	$3.49M	Sell	15,564 -864	-5%	-$201K	0.06%	142
2020 Q3	$3.97M	Sell	16,428 -1,427	-8%	-$362K	0.08%	127
2020 Q2	$4.62M	Sell	17,855 -1,218	-6%	-$301K	0.1%	104
2020 Q1	$4.15M	Buy	19,073 +252	+1%	+$58.6K	0.1%	109
2019 Q4	$4.33M	Sell	18,821 -1,035	-5%	-$225K	0.08%	138
2019 Q3	$4.39M	Sell	19,856 -236	-1%	-$51.5K	0.09%	130
2019 Q2	$4.11M	Buy	20,092 +51	+0.3%	+$10.3K	0.08%	134
2019 Q1	$3.95M	Buy	20,041 +393	+2%	+$68.9K	0.08%	137
2018 Q4	$3.11M	Buy	19,648 +603	+3%	+$94.3K	0.07%	150
2018 Q3	$2.77M	Buy	19,045 +916	+5%	+$134K	0.06%	173
2018 Q2	$2.61M	Buy	18,129 +1,554	+9%	+$216K	0.06%	170
2018 Q1	$2.41M	Buy	16,575 +605	+4%	+$85.2K	0.05%	184
2017 Q4	$2.28M	Sell	15,970 -1,684	-10%	-$240K	0.05%	196
2017 Q3	$2.41M	Sell	17,654 -86	-0.5%	-$12K	0.05%	192
2017 Q2	$2.35M	Buy	17,740 +140	+0.8%	+$17.9K	0.05%	196
2017 Q1	$2.14M	Sell	17,600 -64	-0.4%	-$7.04K	0.05%	200
2016 Q4	$1.87M	Buy	17,664 +596	+3%	+$64.8K	0.05%	218
2016 Q3	$1.93M	Buy	17,068 +958	+6%	+$110K	0.05%	208
2016 Q2	$1.83M	Buy	16,110 +681	+4%	+$72.5K	0.05%	209
2016 Q1	$1.58M	Sell	15,429 -503	-3%	-$47K	0.04%	221
2015 Q4	$1.54M	Buy	15,932 +1,568	+11%	+$153K	0.04%	228
2015 Q3	$1.26M	Buy	14,364 +256	+2%	+$24.1K	0.04%	246
2015 Q2	$1.32M	Sell	14,108 -7,848	-36%	-$742K	0.04%	257
2015 Q1	$2.07M	Buy	21,956 +343	+2%	+$33.4K	0.04%	255
2014 Q4	$2.14M	Sell	21,613 -112	-0.5%	-$11K	0.04%	257
2014 Q3	$2.03M	Buy	21,725 +942	+5%	+$89.6K	0.04%	258
2014 Q2	$1.87M	Sell	20,783 -569	-3%	-$49.2K	0.04%	270
2014 Q1	$1.75M	Buy	21,352 +36	+0.2%	+$2.93K	0.04%	275
2013 Q4	$1.7M	Buy	21,316 +350	+2%	+$27.2K	0.04%	274
2013 Q3	$1.55M	Sell	20,966 -1,698	-7%	-$123K	0.04%	283
2013 Q2	$1.66M	Buy	+22,664	New	+$1.8M	0.04%	273

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Veritable's AMT Position: Q3 2023 in Review

Veritable sold out of American Tower (AMT) in Q3 2023, closing a stake of 17,349 shares — an estimated $3.36M sold.

Veritable first reported a position in AMT in Q2 2013 and held it in 41 quarters. The position peaked at $4.62M in Q2 2020. 1,629 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

Veritable reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
Veritable sold 17,349 American Tower shares in Q3 2023, an estimated $3.36M.
Veritable first reported a position in American Tower in Q2 2013 and held it in 41 quarters.
Veritable's American Tower position peaked at $4.62M in Q2 2020.
1,629 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.