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Aviso Wealth Management’s American Tower AMT Stock Holding History

Aviso 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
Q4 		– Sell
-1,125
Closed -$262K – 144
2024
Q3 		$262K Sell
1,125
-390
-26% -$86.5K 0.14% 126
2024
Q2 		$295K Sell
1,515
-62
-4% -$11.6K 0.17% 112
2024
Q1 		$312K Buy
+1,577
New +$314K 0.2% 107

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Aviso Wealth Management's AMT Position: Q4 2024 in Review

Aviso Wealth Management sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,125 shares — an estimated $262K sold.

Aviso Wealth Management first reported a position in AMT in Q1 2024 and held it in 3 quarters. The position peaked at $312K in Q1 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Aviso Wealth Management reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 1,125 American Tower shares in Q4 2024, an estimated $262K.
  • Aviso Wealth Management first reported a position in American Tower in Q1 2024 and held it in 3 quarters.
  • Aviso Wealth Management's American Tower position peaked at $312K in Q1 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Aviso Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.