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WealthPLAN Partners’s American Tower AMT Stock Holding History

WealthPLAN Partners’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
-377
Closed -$73.1K – 350
2023
Q2 		$73.1K Sell
377
-63
-14% -$12.3K 0.01% 447
2023
Q1 		$89.9K Buy
+440
New +$92.3K 0.01% 446

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthPLAN Partners's AMT Position: Q3 2023 in Review

WealthPLAN Partners sold out of American Tower (AMT) in Q3 2023, closing a stake of 377 shares — an estimated $73.1K sold.

WealthPLAN Partners first reported a position in AMT in Q1 2023 and held it in 2 quarters. The position peaked at $89.9K in Q1 2023. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • WealthPLAN Partners reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 377 American Tower shares in Q3 2023, an estimated $73.1K.
  • WealthPLAN Partners first reported a position in American Tower in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's American Tower position peaked at $89.9K in Q1 2023.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.