Number of Shares
10,965.00
Current Holdings Value*
$2.39 Mil
% of Portfolio
5.41%
Total Estimate Gain
$212,411.89
% of Total Estimate Gain
8.44%

Cromwell Foresight Global Sustainable Infrastructure Fund's American Tower Corp Holding Summary

As of 2025-03-31, Cromwell Foresight Global Sustainable Infrastructure Fund held 10,965.00 shares of American Tower Corp(AMT), totaling $2.39 Mil. This investment constitutes 5.41% of their stock portfolio, and Cromwell Foresight Global Sustainable Infrastructure Fund now holds 0% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2023Q1. And since then Cromwell Foresight Global Sustainable Infrastructure Fund has made 6 purchases of AMT, at an average price of $203.76, for a total of 12,357.00 shares. In addition, there have been 2 sales at an average price of $204.52 for 1,392.00 shares. Based on historical transaction data and AMT's current price of $223.04, Cromwell Foresight Global Sustainable Infrastructure Fund's estimated gain on his AMT holdings is $212,411.89, reflecting a 8.44% gain to date.

Cromwell Foresight Global Sustainable Infrastructure Fund AMT ($223.04) Holding Chart

Cromwell Foresight Global Sustainable Infrastructure Fund AMT ($223.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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