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	–	627
2017 Q4	$18K	Buy	+63	New	+$8.99K	0.01%	314

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AMT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of American Tower (AMT) in Q4 2022, closing a stake of 169 shares — an estimated $36K sold.

Wagner Wealth Management (South Carolina) first reported a position in AMT in Q4 2017 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 169 American Tower shares in Q4 2022, an estimated $36K.
Wagner Wealth Management (South Carolina) first reported a position in American Tower in Q4 2017 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s American Tower position peaked at $48K in Q4 2021.
1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.