CSWM
AMT icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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