Western Pacific Wealth Management’s American Tower AMT Stock Holding History

Western Pacific Wealth Management’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 Q4	–	Sell	-17	Closed	-$2.8K	–	244
2023 Q3	$2.8K	Hold	17	–	–	﹤0.01%	240
2023 Q2	$3.3K	Hold	17	–	–	﹤0.01%	245
2023 Q1	$3.47K	Hold	17	–	–	﹤0.01%	251
2022 Q4	$3.6K	Buy	+17	New	+$3.54K	﹤0.01%	246
2022 Q3	–	Sell	-500	Closed	-$127K	–	230
2022 Q2	$127K	Hold	500	–	–	0.12%	37
2022 Q1	$125K	Hold	500	–	–	0.09%	48
2021 Q4	$146K	Buy	+500	New	+$137K	0.09%	52

Other funds holding AMT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return