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Brophy Wealth Management’s American Tower AMT Stock Holding History

Brophy Wealth Management’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 		$633K Buy
+2,720
New +$603K 0.23% 102

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brophy Wealth Management's AMT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in American Tower (AMT) in Q3 2024: 2,720 shares worth $633K. The stake represents 0.23% of the portfolio and ranks #102 among its holdings.

1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Brophy Wealth Management held 2,720 shares of American Tower worth $633K as of Q3 2024.
  • American Tower was a new Brophy Wealth Management position in Q3 2024.
  • American Tower made up 0.23% of Brophy Wealth Management's portfolio in Q3 2024, its #102 holding.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.