Collective Family Office’s American Tower AMT Stock Holding History

Collective Family Office’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 Q2	–	Sell	-1,040	Closed	-$205K	–	174
2024 Q1	$205K	Buy	+1,040	New	+$207K	0.07%	171
2023 Q2	–	Sell	-1,069	Closed	-$218K	–	177
2023 Q1	$218K	Sell	1,069 -19	-2%	-$3.99K	0.09%	159
2022 Q4	$231K	Sell	1,088 -665	-38%	-$138K	0.1%	153
2022 Q3	$376K	Sell	1,753 -84	-5%	-$21.6K	0.19%	116
2022 Q2	$470K	Sell	1,837 -30	-2%	-$7.53K	0.2%	111
2022 Q1	$469K	Sell	1,867 -7	-0.4%	-$1.71K	0.18%	123
2021 Q4	$548K	Buy	1,874 +145	+8%	+$39.6K	0.22%	108
2021 Q3	$459K	Sell	1,729 -6	-0.3%	-$1.71K	0.2%	110
2021 Q2	$469K	Hold	1,735	–	–	0.2%	111
2021 Q1	$415K	Sell	1,735 -649	-27%	-$145K	0.2%	119
2020 Q4	$535K	Buy	+2,384	New	+$554K	0.3%	85

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Collective Family Office's AMT Position: Q2 2024 in Review

Collective Family Office sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,040 shares — an estimated $205K sold.

Collective Family Office first reported a position in AMT in Q4 2020 and held it in 11 quarters. The position peaked at $548K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Collective Family Office reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Collective Family Office sold 1,040 American Tower shares in Q2 2024, an estimated $205K.
Collective Family Office first reported a position in American Tower in Q4 2020 and held it in 11 quarters.
Collective Family Office's American Tower position peaked at $548K in Q4 2021.
1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Collective Family Office's 13F filing for Q2 2024, filed 5 Jul 2024.