Able Wealth Management’s American Tower AMT Stock Holding History

Able Wealth Management’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
2024 Q1	–	Sell	-4	Closed	-$864	–	112
2023 Q4	$864	Buy	+4	New	+$756	﹤0.01%	529

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Able Wealth Management's AMT Position: Q1 2024 in Review

Able Wealth Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 4 shares — an estimated $864 sold.

Able Wealth Management first reported a position in AMT in Q4 2023 and held it in 1 quarter. The position peaked at $864 in Q4 2023. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Able Wealth Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 4 American Tower shares in Q1 2024, an estimated $864.
Able Wealth Management first reported a position in American Tower in Q4 2023 and held it in 1 quarter.
Able Wealth Management's American Tower position peaked at $864 in Q4 2023.
1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.