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Alera Investment Advisors’s American Tower AMT Stock Holding History

Alera Investment 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
2024
Q3 		– Sell
-1,038
Closed -$202K – 292
2024
Q2 		$202K Sell
1,038
-3,007
-74% -$562K 0.02% 260
2024
Q1 		$799K Sell
4,045
-60
-1% -$12K 0.11% 85
2023
Q4 		$886K Buy
4,105
+51
+1% +$9.64K 0.12% 69
2023
Q3 		$667K Sell
4,054
-74
-2% -$13.5K 0.11% 91
2023
Q2 		$801K Buy
4,128
+1,190
+41% +$233K 0.17% 72
2023
Q1 		$600K Buy
2,938
+25
+0.9% +$5.25K 0.14% 92
2022
Q4 		$617K Sell
2,913
-89
-3% -$18.5K 0.15% 87
2022
Q3 		$645K Sell
3,002
-5
-0.2% -$1.28K 0.18% 76
2022
Q2 		$770K Buy
3,007
+338
+13% +$84.8K 0.22% 68
2022
Q1 		$669K Buy
+2,669
New +$651K 0.15% 97
2021
Q4 		– Sell
-869
Closed -$231K – 100
2021
Q3 		$231K Sell
869
-431
-33% -$123K 0.07% 89
2021
Q2 		$351K Buy
1,300
+84
+7% +$21.4K 0.11% 67
2021
Q1 		$291K Sell
1,216
-77
-6% -$17.1K 0.1% 74
2020
Q4 		$290K Buy
1,293
+108
+9% +$25.1K 0.1% 64
2020
Q3 		$287K Buy
1,185
+1
+0.1% +$254 0.11% 60
2020
Q2 		$306K Sell
1,184
-73
-6% -$18.1K 0.16% 51
2020
Q1 		$274K Buy
1,257
+54
+4% +$12.6K 0.17% 50
2019
Q4 		$276K Sell
1,203
-220
-15% -$47.9K 0.13% 45
2019
Q3 		$315K Buy
+1,423
New +$311K 0.16% 54
2019
Q2 		– Sell
-735
Closed -$145K – 124
2019
Q1 		$145K Sell
735
-474
-39% -$83.1K 0.07% 88
2018
Q4 		$191K Buy
+1,209
New +$189K 0.12% 86

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's AMT Position: Q3 2024 in Review

Alera Investment Advisors sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,038 shares — an estimated $202K sold.

Alera Investment Advisors first reported a position in AMT in Q4 2018 and held it in 21 quarters. The position peaked at $886K in Q4 2023. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Alera Investment Advisors reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 1,038 American Tower shares in Q3 2024, an estimated $202K.
  • Alera Investment Advisors first reported a position in American Tower in Q4 2018 and held it in 21 quarters.
  • Alera Investment Advisors's American Tower position peaked at $886K in Q4 2023.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.