WWM
AMT icon

Windsor Wealth Management’s American Tower AMT Stock Holding History

Windsor 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
Q2 		– Sell
-972
Closed -$203K – 166
2023
Q1 		$203K Hold
972
– – 0.04% 160
2022
Q4 		$212K Sell
972
-96
-9% -$20K 0.04% 153
2022
Q3 		$208K Hold
1,068
– – 0.05% 144
2022
Q2 		$276K Sell
1,068
-2,620
-71% -$657K 0.07% 125
2022
Q1 		$982K Buy
3,688
+5
+0.1% +$1.22K 0.18% 111
2021
Q4 		$1.04M Buy
3,683
+18
+0.5% +$4.92K 0.19% 110
2021
Q3 		$977K Buy
3,665
+85
+2% +$24.2K 0.2% 106
2021
Q2 		$967K Buy
3,580
+234
+7% +$59.6K 0.21% 100
2021
Q1 		$800K Sell
3,346
-208
-6% -$46.3K 0.19% 110
2020
Q4 		$798K Sell
3,554
-117
-3% -$27.2K 0.2% 101
2020
Q3 		$870K Buy
3,671
+945
+35% +$240K 0.25% 88
2020
Q2 		$705K Buy
2,726
+537
+25% +$133K 0.22% 97
2020
Q1 		$477K Buy
2,189
+308
+16% +$71.7K 0.19% 115
2019
Q4 		$432K Buy
1,881
+12
+0.6% +$2.61K 0.16% 125
2019
Q3 		$411K Sell
1,869
-217
-10% -$47.4K 0.18% 123
2019
Q2 		$422K Buy
2,086
+379
+22% +$76.2K 0.19% 125
2019
Q1 		$336K Buy
+1,707
New +$299K 0.19% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Windsor Wealth Management's AMT Position: Q2 2023 in Review

Windsor Wealth Management sold out of American Tower (AMT) in Q2 2023, closing a stake of 972 shares — an estimated $203K sold.

Windsor Wealth Management first reported a position in AMT in Q1 2019 and held it in 17 quarters. The position peaked at $1.04M in Q4 2021. 1,686 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

  • Windsor Wealth Management reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
  • Windsor Wealth Management sold 972 American Tower shares in Q2 2023, an estimated $203K.
  • Windsor Wealth Management first reported a position in American Tower in Q1 2019 and held it in 17 quarters.
  • Windsor Wealth Management's American Tower position peaked at $1.04M in Q4 2021.
  • 1,686 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on Windsor Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.