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Avitas Wealth Management’s American Tower AMT Stock Holding History

Avitas 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 		$1.63M Sell
8,912
-60
-0.7% -$12.4K 0.23% 103
2024
Q3 		$2.09M Sell
8,972
-114
-1% -$25.3K 0.29% 92
2024
Q2 		$1.77M Sell
9,086
-73
-0.8% -$13.6K 0.26% 95
2024
Q1 		$1.81M Sell
9,159
-106
-1% -$21.1K 0.27% 96
2023
Q4 		$2M Buy
9,265
+164
+2% +$31K 0.33% 88
2023
Q3 		$1.5M Sell
9,101
-210
-2% -$38.4K 0.28% 93
2023
Q2 		$1.81M Sell
9,311
-8
-0.1% -$1.56K 0.33% 92
2023
Q1 		$1.9M Sell
9,319
-29
-0.3% -$6.08K 0.37% 83
2022
Q4 		$1.98M Buy
9,348
+43
+0.5% +$8.95K 0.42% 73
2022
Q3 		$2M Buy
9,305
+128
+1% +$32.9K 0.46% 63
2022
Q2 		$2.35M Buy
9,177
+46
+0.5% +$11.5K 0.51% 60
2022
Q1 		$2.29M Sell
9,131
-6,255
-41% -$1.53M 0.41% 77
2021
Q4 		$4.5M Buy
15,386
+194
+1% +$53K 0.75% 52
2021
Q3 		$4.03M Sell
15,192
-241
-2% -$68.7K 0.73% 53
2021
Q2 		$4.17M Buy
15,433
+348
+2% +$88.7K 0.74% 46
2021
Q1 		$3.61M Sell
15,085
-1,056
-7% -$235K 0.71% 46
2020
Q4 		$3.62M Sell
16,141
-11
-0.1% -$2.56K 0.73% 37
2020
Q3 		$3.9M Sell
16,152
-135
-0.8% -$34.2K 1.09% 20
2020
Q2 		$4.21M Sell
16,287
-552
-3% -$137K 1.4% 15
2020
Q1 		$3.67M Sell
16,839
-3,598
-18% -$837K 1.67% 14
2019
Q4 		$4.7M Buy
20,437
+71
+0.3% +$15.5K 1.2% 16
2019
Q3 		$4.5M Buy
20,366
+326
+2% +$71.2K 1.24% 15
2019
Q2 		$4.1M Sell
20,040
-170
-0.8% -$34.2K 1.14% 21
2019
Q1 		$3.98M Buy
20,210
+81
+0.4% +$14.2K 1.16% 22
2018
Q4 		$3.18M Sell
20,129
-314
-2% -$49.1K 1.05% 30
2018
Q3 		$2.97M Buy
20,443
+398
+2% +$58.4K 0.84% 50
2018
Q2 		$2.89M Buy
+20,045
New +$2.79M 0.9% 41

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Avitas Wealth Management reduced its American Tower (AMT) stake by 0.67% in Q4 2024, selling an estimated $12.4K and leaving 8,912 shares worth $1.63M. The position accounts for 0.23% of the portfolio, ranked #103.

Avitas Wealth Management first reported a position in AMT in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.7M in Q4 2019. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Avitas Wealth Management held 8,912 shares of American Tower worth $1.63M as of Q4 2024.
  • Avitas Wealth Management sold 60 American Tower shares in Q4 2024, an estimated $12.4K.
  • American Tower made up 0.23% of Avitas Wealth Management's portfolio in Q4 2024, its #103 holding.
  • Avitas Wealth Management first reported a position in American Tower in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's American Tower position peaked at $4.7M in Q4 2019.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.