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Aries Wealth Management’s American Tower AMT Stock Holding History

Aries 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
Q3 		– Sell
-2,197
Closed -$427K – 232
2024
Q2 		$427K Sell
2,197
-125
-5% -$23.4K 0.13% 132
2024
Q1 		$459K Sell
2,322
-127
-5% -$25.3K 0.15% 131
2023
Q4 		$529K Sell
2,449
-115
-4% -$21.7K 0.19% 116
2023
Q3 		$434K Buy
2,564
+5
+0.2% +$913 0.17% 123
2023
Q2 		$496K Buy
2,559
+22
+0.9% +$4.3K 0.19% 118
2023
Q1 		$518K Sell
2,537
-58
-2% -$12.2K 0.21% 111
2022
Q4 		$550K Hold
2,595
– – 0.24% 103
2022
Q3 		$538K Buy
2,595
+25
+1% +$6.42K 0.24% 100
2022
Q2 		$657K Buy
+2,570
New +$645K 0.3% 77
2022
Q1 		– Sell
-2,400
Closed -$702K – 81
2021
Q4 		$702K Buy
2,400
+100
+4% +$27.3K 0.27% 86
2021
Q3 		$610K Buy
2,300
+713
+45% +$203K 0.26% 92
2021
Q2 		$429K Buy
1,587
+116
+8% +$29.6K 0.18% 112
2021
Q1 		$356K Buy
1,471
+205
+16% +$45.6K 0.16% 121
2020
Q4 		$281K Hold
1,266
– – 0.14% 133
2020
Q3 		$306K Buy
1,266
+182
+17% +$46.1K 0.17% 109
2020
Q2 		$280K Buy
1,084
+120
+12% +$29.7K 0.17% 111
2020
Q1 		$213K Buy
964
+30
+3% +$6.98K 0.16% 117
2019
Q4 		$213K Hold
934
– – 0.13% 143
2019
Q3 		$210K Sell
934
-66
-7% -$14.4K 0.14% 140
2019
Q2 		$209K Sell
1,000
-68
-6% -$13.7K 0.15% 143
2019
Q1 		$210K Buy
+1,068
New +$187K 0.16% 137

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aries Wealth Management's AMT Position: Q3 2024 in Review

Aries Wealth Management sold out of American Tower (AMT) in Q3 2024, closing a stake of 2,197 shares — an estimated $427K sold.

Aries Wealth Management first reported a position in AMT in Q1 2019 and held it in 21 quarters. The position peaked at $702K in Q4 2021. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Aries Wealth Management reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Aries Wealth Management sold 2,197 American Tower shares in Q3 2024, an estimated $427K.
  • Aries Wealth Management first reported a position in American Tower in Q1 2019 and held it in 21 quarters.
  • Aries Wealth Management's American Tower position peaked at $702K in Q4 2021.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Aries Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.