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WCG Wealth Advisors’s American Tower AMT Stock Holding History

WCG 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
2022
Q4 		– Sell
-182
Closed -$231K – 160
2022
Q3 		$231K Sell
182
-901
-83% -$231K 0.03% 254
2022
Q2 		$277K Buy
+1,083
New +$272K 0.04% 221

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
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

WCG Wealth Advisors's AMT Position: Q4 2022 in Review

WCG Wealth Advisors sold out of American Tower (AMT) in Q4 2022, closing a stake of 182 shares — an estimated $231K sold.

WCG Wealth Advisors first reported a position in AMT in Q2 2022 and held it in 2 quarters. The position peaked at $277K in Q2 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • WCG Wealth Advisors reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 182 American Tower shares in Q4 2022, an estimated $231K.
  • WCG Wealth Advisors first reported a position in American Tower in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's American Tower position peaked at $277K in Q2 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.