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Wagner Wealth Management (South Carolina)’s American Tower AMT Stock Holding History

Wagner Wealth Management (South Carolina)’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 		– Sell
-169
Closed -$36K – 255
2022
Q3 		$36K Sell
169
-7
-4% -$1.8K 0.03% 239
2022
Q2 		$45K Buy
+176
New +$44.2K 0.04% 214
2022
Q1 		– Sell
-164
Closed -$48K – 223
2021
Q4 		$48K Buy
164
+54
+49% +$14.8K 0.04% 259
2021
Q3 		$31K Sell
110
-24
-18% -$6.84K 0.02% 305
2021
Q2 		$36K Buy
134
+26
+24% +$6.63K 0.03% 300
2021
Q1 		$26K Buy
+108
New +$24.1K 0.02% 314
2018
Q1 		– Sell
-63
Closed -$18K – 635
2017
Q4 		$18K Buy
+63
New +$8.99K 0.01% 314

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return