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Atlas Private Wealth Management’s American Tower AMT Stock Holding History

Atlas Private 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 		$2.15M Buy
10,859
+1,704
+19% +$339K 0.9% 36
2023
Q4 		$1.98M Sell
9,155
-733
-7% -$139K 0.93% 34
2023
Q3 		$1.63M Buy
9,888
+657
+7% +$120K 0.87% 36
2023
Q2 		$1.79M Buy
9,231
+1,406
+18% +$275K 0.94% 33
2023
Q1 		$1.6M Buy
7,825
+224
+3% +$47K 0.96% 34
2022
Q4 		$1.61M Buy
7,601
+658
+9% +$137K 0.74% 28
2022
Q3 		$1.49M Buy
6,943
+329
+5% +$84.5K 1.08% 24
2022
Q2 		$1.69M Sell
6,614
-151
-2% -$37.9K 1.15% 24
2022
Q1 		$1.7M Buy
6,765
+339
+5% +$82.7K 0.99% 29
2021
Q4 		$1.88M Buy
6,426
+82
+1% +$22.4K 1.05% 25
2021
Q3 		$1.68M Sell
6,344
-287
-4% -$81.8K 1.03% 27
2021
Q2 		$1.79M Buy
6,631
+61
+0.9% +$15.5K 1.11% 25
2021
Q1 		$1.57M Buy
6,570
+198
+3% +$44.1K 1% 28
2020
Q4 		$1.43M Sell
6,372
-629
-9% -$146K 1.02% 30
2020
Q3 		$1.69M Buy
7,001
+286
+4% +$72.5K 1.33% 22
2020
Q2 		$1.74M Buy
6,715
+2
+0% +$495 1.4% 19
2020
Q1 		$1.46M Buy
6,713
+233
+4% +$54.2K 1.35% 19
2019
Q4 		$1.49M Buy
+6,480
New +$1.41M 1.14% 26

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Atlas Private Wealth Management's AMT Position: Q1 2024 in Review

Atlas Private Wealth Management increased its American Tower (AMT) stake by 19% in Q1 2024, buying an estimated $339K and bringing the position to 10,859 shares worth $2.15M. The position accounts for 0.9% of the portfolio, ranked #36.

Atlas Private Wealth Management first reported a position in AMT in Q4 2019 and has held it in 18 quarters since. 1,762 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Atlas Private Wealth Management held 10,859 shares of American Tower worth $2.15M as of Q1 2024.
  • Atlas Private Wealth Management bought 1,704 American Tower shares in Q1 2024, an estimated $339K.
  • American Tower made up 0.9% of Atlas Private Wealth Management's portfolio in Q1 2024, its #36 holding.
  • Atlas Private Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 18 quarters since.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.