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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Western Pacific Wealth Management's AMT Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of American Tower (AMT) in Q4 2023, closing a stake of 17 shares — an estimated $2.8K sold.

Western Pacific Wealth Management first reported a position in AMT in Q4 2021 and held it in 7 quarters. The position peaked at $146K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Western Pacific Wealth Management reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 17 American Tower shares in Q4 2023, an estimated $2.8K.
Western Pacific Wealth Management first reported a position in American Tower in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's American Tower position peaked at $146K in Q4 2021.
1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.