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Zeke Capital Advisors’s American Tower AMT Stock Holding History

Zeke Capital Advisors’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 		$455K Sell
2,146
-320
-13% -$66.6K 0.03% 254
2022
Q3 		$530K Sell
2,466
-6
-0.2% -$1.54K 0.04% 203
2022
Q2 		$632K Buy
2,472
+217
+10% +$54.5K 0.04% 187
2022
Q1 		$566K Buy
+2,255
New +$550K 0.03% 208
2020
Q1 		– Sell
-5,606
Closed -$1.29M – 252
2019
Q4 		$1.29M Sell
5,606
-104
-2% -$22.7K 0.11% 161
2019
Q3 		$1.26M Buy
5,710
+17
+0.3% +$3.71K 0.11% 154
2019
Q2 		$1.16M Sell
5,693
-51
-0.9% -$10.3K 0.11% 161
2019
Q1 		$1.13M Sell
5,744
-573
-9% -$100K 0.11% 162
2018
Q4 		$999K Sell
6,317
-2,259
-26% -$353K 0.1% 201
2018
Q3 		$1.25M Buy
8,576
+247
+3% +$36.2K 0.1% 192
2018
Q2 		$1.2M Sell
8,329
-1,029
-11% -$143K 0.11% 155
2018
Q1 		$1.36M Buy
9,358
+3,844
+70% +$542K 0.13% 143
2017
Q4 		$787K Buy
5,514
+184
+3% +$26.3K 0.08% 199
2017
Q3 		$729K Buy
5,330
+1,335
+33% +$186K 0.1% 162
2017
Q2 		$529K Buy
3,995
+718
+22% +$92K 0.1% 126
2017
Q1 		$398K Buy
3,277
+1,294
+65% +$142K 0.08% 150
2016
Q4 		$210K Buy
+1,983
New +$215K 0.06% 182

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
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

Zeke Capital Advisors's AMT Position: Q4 2022 in Review

Zeke Capital Advisors reduced its American Tower (AMT) stake by 13% in Q4 2022, selling an estimated $66.6K and leaving 2,146 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #254.

Zeke Capital Advisors first reported a position in AMT in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.36M in Q1 2018. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Zeke Capital Advisors held 2,146 shares of American Tower worth $455K as of Q4 2022.
  • Zeke Capital Advisors sold 320 American Tower shares in Q4 2022, an estimated $66.6K.
  • American Tower made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #254 holding.
  • Zeke Capital Advisors first reported a position in American Tower in Q4 2016 and has held it in 17 quarters since.
  • Zeke Capital Advisors's American Tower position peaked at $1.36M in Q1 2018.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.