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YorkBridge Wealth Partners’s American Tower AMT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.7M Buy
8,032
+340
+4% +$70.8K 0.43% 60
2022
Q3 		$1.65M Buy
7,692
+66
+0.9% +$17K 0.43% 58
2022
Q2 		$1.95M Buy
7,626
+53
+0.7% +$13.3K 0.51% 50
2022
Q1 		$1.9M Sell
7,573
-169
-2% -$41.2K 0.42% 56
2021
Q4 		$2.27M Buy
7,742
+76
+1% +$20.8K 0.51% 51
2021
Q3 		$2.04M Buy
7,666
+204
+3% +$58.2K 0.51% 55
2021
Q2 		$2.02M Buy
7,462
+424
+6% +$108K 0.53% 53
2021
Q1 		$1.68M Buy
7,038
+623
+10% +$139K 0.5% 54
2020
Q4 		$1.44M Buy
6,415
+190
+3% +$44.2K 0.48% 56
2020
Q3 		$1.5M Buy
6,225
+125
+2% +$31.7K 0.63% 48
2020
Q2 		$1.58M Sell
6,100
-154
-2% -$38.1K 0.72% 41
2020
Q1 		$1.36M Buy
6,254
+56
+0.9% +$13K 0.84% 42
2019
Q4 		$1.42M Buy
6,198
+128
+2% +$27.9K 0.65% 50
2019
Q3 		$1.34M Buy
6,070
+296
+5% +$64.6K 0.68% 48
2019
Q2 		$1.18M Sell
5,774
-210
-4% -$42.2K 0.52% 55
2019
Q1 		$1.18M Sell
5,984
-14
-0.2% -$2.46K 0.54% 56
2018
Q4 		$949K Sell
5,998
-31
-0.5% -$4.85K 0.5% 56
2018
Q3 		$868K Buy
6,029
+39
+0.7% +$5.72K 0.4% 68
2018
Q2 		$864K Buy
5,990
+235
+4% +$32.7K 0.38% 69
2018
Q1 		$796K Buy
5,755
+158
+3% +$22.3K 0.37% 73
2017
Q4 		$795K Buy
5,597
+471
+9% +$67.2K 0.38% 71
2017
Q3 		$701K Sell
5,126
-369
-7% -$51.4K 0.36% 70
2017
Q2 		$722K Sell
5,495
-192
-3% -$24.6K 0.38% 71
2017
Q1 		$727K Buy
5,687
+170
+3% +$18.7K 0.38% 71
2016
Q4 		$592K Buy
+5,517
New +$599K 0.35% 79

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

YorkBridge Wealth Partners's AMT Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its American Tower (AMT) stake by 4.4% in Q4 2022, buying an estimated $70.8K and bringing the position to 8,032 shares worth $1.7M. The position accounts for 0.43% of the portfolio, ranked #60.

YorkBridge Wealth Partners first reported a position in AMT in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.27M in Q4 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • YorkBridge Wealth Partners held 8,032 shares of American Tower worth $1.7M as of Q4 2022.
  • YorkBridge Wealth Partners bought 340 American Tower shares in Q4 2022, an estimated $70.8K.
  • American Tower made up 0.43% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #60 holding.
  • YorkBridge Wealth Partners first reported a position in American Tower in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's American Tower position peaked at $2.27M in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.