World Equity Group’s American Tower AMT Stock Holding History

World Equity Group’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	-6,090	Closed	-$299K	–	326
2023 Q1	$299K	Buy	+6,090	New	+$1.28M	0.04%	379
2022 Q3	–	Sell	-808	Closed	-$207K	–	321
2022 Q2	$207K	Sell	808 -84	-9%	-$21.1K	0.05%	314
2022 Q1	$224K	Buy	+892	New	+$218K	0.05%	323

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

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

World Equity Group's AMT Position: Q2 2023 in Review

World Equity Group sold out of American Tower (AMT) in Q2 2023, closing a stake of 6,090 shares — an estimated $299K sold.

World Equity Group first reported a position in AMT in Q1 2022 and held it in 3 quarters. The position peaked at $299K in Q1 2023. 1,684 funds tracked by Wall St. Rank hold AMT as of Q2 2023.

World Equity Group reported no remaining American Tower position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 6,090 American Tower shares in Q2 2023, an estimated $299K.
World Equity Group first reported a position in American Tower in Q1 2022 and held it in 3 quarters.
World Equity Group's American Tower position peaked at $299K in Q1 2023.
1,684 funds tracked by Wall St. Rank held American Tower as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.