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Bellecapital’s American Tower AMT Stock Holding History

Bellecapital’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
-3,267
Closed -$635K – 160
2024
Q2 		$635K Sell
3,267
-1,896
-37% -$354K 0.13% 89
2024
Q1 		$1.02M Hold
5,163
– – 0.22% 68
2023
Q4 		$1.11M Buy
5,163
+1,994
+63% +$377K 0.25% 62
2023
Q3 		$521K Hold
3,169
– – 0.13% 96
2023
Q2 		$615K Buy
3,169
+927
+41% +$181K 0.15% 93
2023
Q1 		$458K Sell
2,242
-73
-3% -$15.3K 0.11% 115
2022
Q4 		$490K Hold
2,315
– – 0.14% 106
2022
Q3 		$497K Sell
2,315
-274
-11% -$70.4K 0.15% 100
2022
Q2 		$662K Sell
2,589
-5
-0.2% -$1.25K 0.18% 90
2022
Q1 		$652K Sell
2,594
-116
-4% -$28.3K 0.21% 92
2021
Q4 		$793K Sell
2,710
-87
-3% -$23.8K 0.23% 83
2021
Q3 		$742K Buy
2,797
+27
+1% +$7.7K 0.23% 88
2021
Q2 		$748K Buy
2,770
+80
+3% +$20.4K 0.23% 83
2021
Q1 		$643K Buy
+2,690
New +$599K 0.2% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bellecapital's AMT Position: Q3 2024 in Review

Bellecapital sold out of American Tower (AMT) in Q3 2024, closing a stake of 3,267 shares — an estimated $635K sold.

Bellecapital first reported a position in AMT in Q1 2021 and held it in 14 quarters. The position peaked at $1.11M in Q4 2023. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Bellecapital reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Bellecapital sold 3,267 American Tower shares in Q3 2024, an estimated $635K.
  • Bellecapital first reported a position in American Tower in Q1 2021 and held it in 14 quarters.
  • Bellecapital's American Tower position peaked at $1.11M in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Bellecapital's 13F filing for Q3 2024, filed 21 Oct 2024.