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Wealth Advisory Solutions’s American Tower AMT Stock Holding History

Wealth Advisory Solutions’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
-1,747
Closed -$375K – 131
2022
Q3 		$375K Sell
1,747
-217
-11% -$55.8K 0.1% 105
2022
Q2 		$502K Buy
1,964
+109
+6% +$27.4K 0.12% 97
2022
Q1 		$466K Buy
+1,855
New +$453K 0.1% 105

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

Wealth Advisory Solutions's AMT Position: Q4 2022 in Review

Wealth Advisory Solutions sold out of American Tower (AMT) in Q4 2022, closing a stake of 1,747 shares — an estimated $375K sold.

Wealth Advisory Solutions first reported a position in AMT in Q1 2022 and held it in 3 quarters. The position peaked at $502K in Q2 2022. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Wealth Advisory Solutions reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,747 American Tower shares in Q4 2022, an estimated $375K.
  • Wealth Advisory Solutions first reported a position in American Tower in Q1 2022 and held it in 3 quarters.
  • Wealth Advisory Solutions's American Tower position peaked at $502K in Q2 2022.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Wealth Advisory Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.