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Castleview Partners’s American Tower AMT Stock Holding History

Castleview 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
2024
Q3 		– Sell
-24
Closed -$4.67K – 559
2024
Q2 		$4.67K Sell
24
-1,740
-99% -$325K ﹤0.01% 632
2024
Q1 		$349K Buy
1,764
+1,313
+291% +$262K 0.19% 120
2023
Q4 		$97.4K Buy
451
+97
+27% +$18.3K 0.07% 208
2023
Q3 		$58.2K Buy
354
+52
+17% +$9.5K 0.05% 232
2023
Q2 		$58.6K Buy
302
+65
+27% +$12.7K 0.05% 238
2023
Q1 		$48.4K Sell
237
-1
-0.4% -$210 0.04% 269
2022
Q4 		$50.4K Buy
238
+30
+14% +$6.24K 0.05% 229
2022
Q3 		$45K Sell
208
-601
-74% -$154K 0.04% 267
2022
Q2 		$197K Buy
809
+531
+191% +$133K 0.16% 141
2022
Q1 		$69K Buy
+278
New +$67.8K 0.04% 310
2021
Q2 		$26K Buy
+96
New +$24.5K 0.01% 516

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Castleview Partners's AMT Position: Q3 2024 in Review

Castleview Partners sold out of American Tower (AMT) in Q3 2024, closing a stake of 24 shares — an estimated $4.67K sold.

Castleview Partners first reported a position in AMT in Q2 2021 and held it in 11 quarters. The position peaked at $349K in Q1 2024. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Castleview Partners reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 24 American Tower shares in Q3 2024, an estimated $4.67K.
  • Castleview Partners first reported a position in American Tower in Q2 2021 and held it in 11 quarters.
  • Castleview Partners's American Tower position peaked at $349K in Q1 2024.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.