Number of Shares
1,146.00
Current Holdings Value*
$249,370.00
% of Portfolio
2.2%
Total Estimate Gain
$6,537.11
% of Total Estimate Gain
1.47%

Fundamental Equity Income Fund's American Tower Corp Holding Summary

As of 2025-03-31, Fundamental Equity Income Fund held 1,146.00 shares of American Tower Corp(AMT), totaling $249,370.00. This investment constitutes 2.2% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 6 purchases of AMT, at an average price of $215.71, for a total of 2,063.00 shares. In addition, there have been 2 sales at an average price of $217.20 for 917.00 shares. Based on historical transaction data and AMT's current price of $220.22, Fundamental Equity Income Fund's estimated gain on his AMT holdings is $6,537.11, reflecting a 1.47% gain to date.

Fundamental Equity Income Fund AMT ($220.22) Holding Chart

Fundamental Equity Income Fund AMT ($220.22) 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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