Beacon Harbor Wealth Advisors’s American Tower AMT Stock Holding History

Beacon Harbor Wealth 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 Q1	–	Sell	-15,529	Closed	-$3.35M	–	72
2023 Q4	$3.35M	Sell	15,529 -12,045	-44%	-$2.28M	0.97%	41
2023 Q3	$4.54M	Buy	27,574 +531	+2%	+$97K	1.51%	37
2023 Q2	$5.25M	Buy	27,043 +233	+0.9%	+$45.6K	1.72%	25
2023 Q1	$5.48M	Buy	+26,810	New	+$5.62M	1.91%	18

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AMT Position: Q1 2024 in Review

Beacon Harbor Wealth Advisors sold out of American Tower (AMT) in Q1 2024, closing a stake of 15,529 shares — an estimated $3.35M sold.

Beacon Harbor Wealth Advisors first reported a position in AMT in Q1 2023 and held it in 4 quarters. The position peaked at $5.48M in Q1 2023. 1,764 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Beacon Harbor Wealth Advisors reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 15,529 American Tower shares in Q1 2024, an estimated $3.35M.
Beacon Harbor Wealth Advisors first reported a position in American Tower in Q1 2023 and held it in 4 quarters.
Beacon Harbor Wealth Advisors's American Tower position peaked at $5.48M in Q1 2023.
1,764 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.