Cassady Schiller Wealth Management’s American Tower AMT Stock Holding History

Cassady Schiller 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 Q4	$9.9K	Buy	54 +42	+350%	+$8.7K	﹤0.01%	344
2024 Q3	$2.79K	Hold	12	–	–	﹤0.01%	380
2024 Q2	$2.33K	Hold	12	–	–	﹤0.01%	389
2024 Q1	$2.37K	Buy	+12	New	+$2.39K	﹤0.01%	417
2023 Q4	–	Sell	-76	Closed	-$12.5K	–	438
2023 Q3	$12.5K	Hold	76	–	–	0.01%	316
2023 Q2	$14.7K	Hold	76	–	–	0.01%	307
2023 Q1	$15.5K	Sell	76 -8	-10%	-$1.68K	0.01%	291
2022 Q4	$17.8K	Buy	+84	New	+$17.5K	0.01%	277
2022 Q1	–	Sell	-85	Closed	-$25K	–	136
2021 Q4	$25K	Buy	+85	New	+$23.2K	0.02%	254

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cassady Schiller Wealth Management's AMT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its American Tower (AMT) stake by 350% in Q4 2024, buying an estimated $8.7K and bringing the position to 54 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Cassady Schiller Wealth Management first reported a position in AMT in Q4 2021 and has held it in 9 quarters since. The position peaked at $25K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Cassady Schiller Wealth Management held 54 shares of American Tower worth $9.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 42 American Tower shares in Q4 2024, an estimated $8.7K.
American Tower made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #344 holding.
Cassady Schiller Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's American Tower position peaked at $25K in Q4 2021.
1,799 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.