Axiom Advisory’s American Tower AMT Stock Holding History

Axiom Advisory’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	-1,170	Closed	-$214K	–	292
2024 Q2	$214K	Buy	+1,170	New	+$219K	﹤0.01%	276

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axiom Advisory's AMT Position: Q3 2024 in Review

Axiom Advisory sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,170 shares — an estimated $214K sold.

Axiom Advisory first reported a position in AMT in Q2 2024 and held it in 1 quarter. The position peaked at $214K in Q2 2024. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

Axiom Advisory reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
Axiom Advisory sold 1,170 American Tower shares in Q3 2024, an estimated $214K.
Axiom Advisory first reported a position in American Tower in Q2 2024 and held it in 1 quarter.
Axiom Advisory's American Tower position peaked at $214K in Q2 2024.
1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.