BBJS Financial Advisors’s American Tower AMT Stock Holding History

BBJS Financial Advisors’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	$938K	Sell	4,034 -21	-0.5%	-$4.66K	0.33%	29
2024 Q2	$788K	Sell	4,055 -2,772	-41%	-$518K	0.29%	25
2024 Q1	$1.35M	Buy	6,827 +1,562	+30%	+$311K	0.48%	26
2023 Q4	$1.14M	Sell	5,265 -164	-3%	-$31K	0.39%	28
2023 Q3	$893K	Buy	5,429 +643	+13%	+$117K	0.34%	32
2023 Q2	$928K	Buy	4,786 +1,614	+51%	+$316K	0.37%	29
2023 Q1	$648K	Buy	3,172 +939	+42%	+$197K	0.26%	36
2022 Q4	$473K	Buy	+2,233	New	+$465K	0.21%	43

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

BBJS Financial Advisors's AMT Position: Q3 2024 in Review

BBJS Financial Advisors reduced its American Tower (AMT) stake by 0.52% in Q3 2024, selling an estimated $4.66K and leaving 4,034 shares worth $938K. The position accounts for 0.33% of the portfolio, ranked #29.

BBJS Financial Advisors first reported a position in AMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.35M in Q1 2024. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

BBJS Financial Advisors held 4,034 shares of American Tower worth $938K as of Q3 2024.
BBJS Financial Advisors sold 21 American Tower shares in Q3 2024, an estimated $4.66K.
American Tower made up 0.33% of BBJS Financial Advisors's portfolio in Q3 2024, its #29 holding.
BBJS Financial Advisors first reported a position in American Tower in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's American Tower position peaked at $1.35M in Q1 2024.
1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.