WrapManager Inc’s American Tower AMT Stock Holding History

WrapManager Inc’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 Q3	–	Sell	-1,382	Closed	-$268K	–	274
2023 Q2	$268K	Buy	1,382 +58	+4%	+$11.3K	0.08%	221
2023 Q1	$271K	Buy	+1,324	New	+$278K	0.08%	225
2022 Q4	–	Sell	-1,037	Closed	-$223K	–	282
2022 Q3	$223K	Sell	1,037 -507	-33%	-$130K	0.08%	237
2022 Q2	$395K	Sell	1,544 -13	-0.8%	-$3.26K	0.12%	173
2022 Q1	$391K	Buy	+1,557	New	+$380K	0.1%	191
2019 Q3	–	Sell	-1,171	Closed	-$239K	–	272
2019 Q2	$239K	Sell	1,171 -1,420	-55%	-$285K	0.08%	250
2019 Q1	$511K	Sell	2,591 -142	-5%	-$24.9K	0.17%	143
2018 Q4	$432K	Buy	2,733 +64	+2%	+$10K	0.15%	146
2018 Q3	$388K	Buy	2,669 +33	+1%	+$4.84K	0.12%	186
2018 Q2	$380K	Buy	2,636 +863	+49%	+$120K	0.13%	189
2018 Q1	$258K	Buy	+1,773	New	+$250K	0.09%	222

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

Geode Capital Management

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

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

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return