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Annapolis Financial Services’s American Tower AMT Stock Holding History

Annapolis Financial Services’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 		$36K Hold
155
– – 0.01% 178
2024
Q2 		$30.1K Sell
155
-49
-24% -$9.16K 0.01% 189
2024
Q1 		$40.3K Buy
204
+49
+32% +$9.76K 0.01% 162
2023
Q4 		$33.5K Sell
155
-4
-3% -$756 0.01% 232
2023
Q3 		$26.1K Buy
159
+55
+53% +$10K 0.01% 241
2023
Q2 		$20.2K Buy
104
+4
+4% +$782 0.01% 264
2023
Q1 		$20.4K Sell
100
-8
-7% -$1.68K 0.01% 242
2022
Q4 		$22.9K Hold
108
– – 0.01% 231
2022
Q3 		$23K Hold
108
– – 0.01% 240
2022
Q2 		$28K Hold
108
– – 0.01% 218
2022
Q1 		$27K Hold
108
– – 0.01% 234
2021
Q4 		$32K Sell
108
-62
-36% -$16.9K 0.01% 224
2021
Q3 		$45K Buy
170
+62
+57% +$17.7K 0.01% 178
2021
Q2 		$29K Hold
108
– – 0.01% 196
2021
Q1 		$26K Hold
108
– – 0.01% 192
2020
Q4 		$24K Buy
+108
New +$25.1K 0.01% 191

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

Annapolis Financial Services's AMT Position: Q3 2024 in Review

Annapolis Financial Services held its American Tower (AMT) position steady in Q3 2024 at 155 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #178.

Annapolis Financial Services first reported a position in AMT in Q4 2020 and has held it in 16 quarters since. The position peaked at $45K in Q3 2021. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Annapolis Financial Services held 155 shares of American Tower worth $36K as of Q3 2024.
  • Annapolis Financial Services left its American Tower share count unchanged in Q3 2024.
  • American Tower made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #178 holding.
  • Annapolis Financial Services first reported a position in American Tower in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's American Tower position peaked at $45K in Q3 2021.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.