CFGS
AMT icon

Concourse Financial Group Securities’s American Tower AMT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-7,526
Closed -$1.41M – 98
2024
Q4 		$1.41M Sell
7,526
-333
-4% -$69K 0.08% 247
2024
Q3 		$1.83M Sell
7,859
-147
-2% -$32.6K 0.11% 189
2024
Q2 		$1.57M Buy
8,006
+452
+6% +$84.5K 0.1% 208
2024
Q1 		$1.49M Buy
7,554
+1,104
+17% +$220K 0.1% 215
2023
Q4 		$1.4M Buy
6,450
+1,558
+32% +$294K 0.1% 208
2023
Q3 		$804K Buy
4,892
+407
+9% +$74.3K 0.06% 310
2023
Q2 		$876K Buy
4,485
+2,221
+98% +$434K 0.07% 301
2023
Q1 		$463K Sell
2,264
-19
-0.8% -$3.99K 0.04% 447
2022
Q4 		$487K Buy
+2,283
New +$475K 0.04% 419
2022
Q3 		– Sell
-2,002
Closed -$514K – 2041
2022
Q2 		$515K Sell
2,002
-1,197
-37% -$300K 0.04% 391
2022
Q1 		$804K Sell
3,199
-858
-21% -$209K 0.06% 318
2021
Q4 		$1.19M Buy
4,057
+274
+7% +$74.9K 0.07% 285
2021
Q3 		$1.01M Buy
3,783
+104
+3% +$29.6K 0.06% 314
2021
Q2 		$998K Buy
3,679
+36
+1% +$9.18K 0.06% 300
2021
Q1 		$871K Sell
3,643
-167
-4% -$37.2K 0.06% 298
2020
Q4 		$860K Buy
3,810
+576
+18% +$134K 0.06% 269
2020
Q3 		$785K Buy
3,234
+565
+21% +$143K 0.07% 238
2020
Q2 		$693K Buy
2,669
+554
+26% +$137K 0.07% 235
2020
Q1 		$461K Buy
2,115
+12
+0.6% +$2.79K 0.05% 264
2019
Q4 		$485K Buy
2,103
+775
+58% +$169K 0.05% 295
2019
Q3 		$295K Sell
1,328
-1,038
-44% -$227K 0.07% 211
2019
Q2 		$486K Sell
2,366
-196
-8% -$39.4K 0.05% 267
2019
Q1 		$503K Buy
2,562
+540
+27% +$94.7K 0.05% 263
2018
Q4 		$321K Buy
2,022
+228
+13% +$35.6K 0.04% 328
2018
Q3 		$262K Buy
+1,794
New +$263K 0.07% 225

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Concourse Financial Group Securities's AMT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of American Tower (AMT) in Q1 2025, closing a stake of 7,526 shares — an estimated $1.41M sold.

Concourse Financial Group Securities first reported a position in AMT in Q3 2018 and held it in 25 quarters. The position peaked at $1.83M in Q3 2024. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,526 American Tower shares in Q1 2025, an estimated $1.41M.
  • Concourse Financial Group Securities first reported a position in American Tower in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's American Tower position peaked at $1.83M in Q3 2024.
  • 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.