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Capstone Triton Financial Group’s American Tower AMT Stock Holding History

Capstone Triton Financial Group’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
Q4 		$1.23M Buy
6,715
+81
+1% +$16.8K 0.77% 48
2024
Q3 		$1.54M Sell
6,634
-16
-0.2% -$3.55K 0.99% 35
2024
Q2 		$1.29M Buy
6,650
+451
+7% +$84.3K 0.91% 37
2024
Q1 		$1.22M Buy
6,199
+256
+4% +$51K 0.87% 41
2023
Q4 		$1.28M Sell
5,943
-360
-6% -$68K 0.94% 35
2023
Q3 		$1.04M Sell
6,303
-51
-0.8% -$9.31K 0.76% 47
2023
Q2 		$1.23M Buy
6,354
+143
+2% +$28K 0.85% 42
2023
Q1 		$1.27M Sell
6,211
-286
-4% -$60K 0.95% 39
2022
Q4 		$1.38M Sell
6,497
-206
-3% -$42.9K 1.1% 32
2022
Q3 		$1.44M Buy
6,703
+142
+2% +$36.5K 1.23% 26
2022
Q2 		$1.68M Sell
6,561
-255
-4% -$64K 1.27% 25
2022
Q1 		$1.72M Buy
+6,816
New +$1.66M 1.2% 28
2021
Q4 		– Sell
-6,400
Closed -$1.82M – 90
2021
Q3 		$1.82M Sell
6,400
-126
-2% -$35.9K 1.1% 26
2021
Q2 		$1.76M Buy
6,526
+52
+0.8% +$13.3K 1.08% 29
2021
Q1 		$1.55M Buy
6,474
+52
+0.8% +$11.6K 1.02% 30
2020
Q4 		$1.44M Buy
+6,422
New +$1.49M 0.88% 31

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capstone Triton Financial Group's AMT Position: Q4 2024 in Review

Capstone Triton Financial Group increased its American Tower (AMT) stake by 1.2% in Q4 2024, buying an estimated $16.8K and bringing the position to 6,715 shares worth $1.23M. The position accounts for 0.77% of the portfolio, ranked #48.

Capstone Triton Financial Group first reported a position in AMT in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.82M in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Capstone Triton Financial Group held 6,715 shares of American Tower worth $1.23M as of Q4 2024.
  • Capstone Triton Financial Group bought 81 American Tower shares in Q4 2024, an estimated $16.8K.
  • American Tower made up 0.77% of Capstone Triton Financial Group's portfolio in Q4 2024, its #48 holding.
  • Capstone Triton Financial Group first reported a position in American Tower in Q4 2020 and has held it in 16 quarters since.
  • Capstone Triton Financial Group's American Tower position peaked at $1.82M in Q3 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.