BFEC
AMT icon

Benjamin F. Edwards & Company’s American Tower AMT Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.66M Sell
8,544
-2,874
-25% -$537K 0.03% 413
2024
Q1 		$2.26M Sell
11,418
-93,216
-89% -$18.6M 0.04% 344
2023
Q4 		$22.6M Buy
104,634
+87,363
+506% +$16.5M 0.45% 65
2023
Q3 		$2.84M Sell
17,271
-1,810
-9% -$331K 0.11% 184
2023
Q2 		$3.7M Buy
19,081
+1,404
+8% +$274K 0.14% 150
2023
Q1 		$3.61M Buy
17,677
+664
+4% +$139K 0.15% 143
2022
Q4 		$3.6M Buy
17,013
+444
+3% +$92.4K 0.16% 136
2022
Q3 		$3.56M Sell
16,569
-850
-5% -$218K 0.18% 126
2022
Q2 		$4.45M Buy
17,419
+928
+6% +$233K 0.22% 112
2022
Q1 		$4.14M Buy
16,491
+1,299
+9% +$317K 0.19% 122
2021
Q4 		$4.44M Buy
15,192
+2,102
+16% +$574K 0.2% 112
2021
Q3 		$3.47M Sell
13,090
-827
-6% -$236K 0.17% 133
2021
Q2 		$3.76M Buy
13,917
+370
+3% +$94.3K 0.19% 126
2021
Q1 		$3.24M Buy
13,547
+1,865
+16% +$415K 0.17% 138
2020
Q4 		$2.62M Sell
11,682
-828
-7% -$192K 0.16% 161
2020
Q3 		$3.02M Buy
12,510
+1,625
+15% +$412K 0.2% 121
2020
Q2 		$2.81M Sell
10,885
-224
-2% -$55.4K 0.2% 123
2020
Q1 		$2.42M Buy
11,109
+416
+4% +$96.8K 0.21% 123
2019
Q4 		$2.46M Sell
10,693
-148
-1% -$32.2K 0.17% 145
2019
Q3 		$2.4M Sell
10,841
-1,395
-11% -$304K 0.19% 135
2019
Q2 		$2.5M Buy
12,236
+69
+0.6% +$13.9K 0.21% 118
2019
Q1 		$2.4M Sell
12,167
-1,190
-9% -$209K 0.22% 115
2018
Q4 		$2.11M Sell
13,357
-484
-3% -$75.7K 0.22% 110
2018
Q3 		$2.01M Buy
13,841
+212
+2% +$31.1K 0.19% 127
2018
Q2 		$1.97M Buy
13,629
+333
+3% +$46.3K 0.19% 121
2018
Q1 		$1.93M Buy
13,296
+310
+2% +$43.7K 0.2% 115
2017
Q4 		$1.85M Buy
12,986
+8,475
+188% +$1.21M 0.19% 127
2017
Q3 		$617K Buy
4,511
+22
+0.5% +$3.06K 0.07% 253
2017
Q2 		$594K Buy
4,489
+1,894
+73% +$243K 0.08% 246
2017
Q1 		$315K Sell
2,595
-16
-0.6% -$1.76K 0.05% 331
2016
Q4 		$276K Buy
2,611
+671
+35% +$72.9K 0.05% 318
2016
Q3 		$220K Buy
1,940
+169
+10% +$19.3K 0.04% 324
2016
Q2 		$201K Sell
1,771
-834
-32% -$88.8K 0.04% 313
2016
Q1 		$267K Sell
2,605
-457
-15% -$42.7K 0.06% 272
2015
Q4 		$297K Sell
3,062
-186
-6% -$18.1K 0.06% 258
2015
Q3 		$286K Buy
3,248
+92
+3% +$8.66K 0.06% 261
2015
Q2 		$294K Buy
3,156
+601
+24% +$56.9K 0.06% 283
2015
Q1 		$241K Buy
2,555
+2,125
+494% +$207K 0.05% 298
2014
Q4 		$43K Sell
430
-970
-69% -$95.3K 0.01% 539
2014
Q3 		$131K Buy
1,400
+200
+17% +$19K 0.03% 361
2014
Q2 		$108K Buy
1,200
+220
+22% +$19K 0.03% 375
2014
Q1 		$80K Hold
980
– – 0.02% 397
2013
Q4 		$78K Buy
980
+100
+11% +$7.76K 0.03% 378
2013
Q3 		$65K Buy
880
+200
+29% +$14.4K 0.02% 364
2013
Q2 		$50K Buy
+680
New +$54.1K 0.02% 360

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Benjamin F. Edwards & Company's AMT Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its American Tower (AMT) stake by 25% in Q2 2024, selling an estimated $537K and leaving 8,544 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #413.

Benjamin F. Edwards & Company first reported a position in AMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $22.6M in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Benjamin F. Edwards & Company held 8,544 shares of American Tower worth $1.66M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 2,874 American Tower shares in Q2 2024, an estimated $537K.
  • American Tower made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #413 holding.
  • Benjamin F. Edwards & Company first reported a position in American Tower in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's American Tower position peaked at $22.6M in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.