Westshore Wealth’s American Tower AMT Stock Holding History

Westshore Wealth’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 Q3	–	Sell	-820	Closed	-$210K	–	93
2022 Q2	$210K	Buy	+820	New	+$206K	0.14%	89
2021 Q3	–	Sell	-927	Closed	-$250K	–	82
2021 Q2	$250K	Sell	927 -1	-0.1%	-$255	0.13%	117
2021 Q1	$222K	Buy	+928	New	+$207K	0.13%	123

Other funds holding AMT

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

BlackRock New York $5.72T 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Westshore Wealth's AMT Position: Q3 2022 in Review

Westshore Wealth sold out of American Tower (AMT) in Q3 2022, closing a stake of 820 shares — an estimated $210K sold.

Westshore Wealth first reported a position in AMT in Q1 2021 and held it in 3 quarters. The position peaked at $250K in Q2 2021. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

Westshore Wealth reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
Westshore Wealth sold 820 American Tower shares in Q3 2022, an estimated $210K.
Westshore Wealth first reported a position in American Tower in Q1 2021 and held it in 3 quarters.
Westshore Wealth's American Tower position peaked at $250K in Q2 2021.
1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on Westshore Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.