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Buck Wealth Strategies’s American Tower AMT Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-88
Closed -$14.5K – 80
2023
Q3 		$14.5K Buy
88
+1
+1% +$183 0.01% 180
2023
Q2 		$16.9K Hold
87
– – 0.01% 121
2023
Q1 		$17.7K Buy
+87
New +$18.3K 0.01% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's AMT Position: Q4 2023 in Review

Buck Wealth Strategies sold out of American Tower (AMT) in Q4 2023, closing a stake of 88 shares — an estimated $14.5K sold.

Buck Wealth Strategies first reported a position in AMT in Q1 2023 and held it in 3 quarters. The position peaked at $17.7K in Q1 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Buck Wealth Strategies reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 88 American Tower shares in Q4 2023, an estimated $14.5K.
  • Buck Wealth Strategies first reported a position in American Tower in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's American Tower position peaked at $17.7K in Q1 2023.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.