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Carmel Capital Partners’s American Tower AMT Stock Holding History

Carmel Capital Partners’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
-626
Closed -$103K – 171
2023
Q3 		$103K Buy
626
+416
+198% +$76K 0.05% 192
2023
Q2 		$40.7K Sell
210
-248
-54% -$48.5K 0.02% 219
2023
Q1 		$93.6K Buy
+458
New +$96.1K 0.06% 193

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

Carmel Capital Partners's AMT Position: Q4 2023 in Review

Carmel Capital Partners sold out of American Tower (AMT) in Q4 2023, closing a stake of 626 shares — an estimated $103K sold.

Carmel Capital Partners first reported a position in AMT in Q1 2023 and held it in 3 quarters. The position peaked at $103K in Q3 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Carmel Capital Partners reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 626 American Tower shares in Q4 2023, an estimated $103K.
  • Carmel Capital Partners first reported a position in American Tower in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's American Tower position peaked at $103K in Q3 2023.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.