Connectus Wealth’s American Tower AMT Stock Holding History

Connectus Wealth’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 Q1	$746K	Sell	3,774 -7	-0.2%	-$1.39K	0.02%	259
2023 Q4	$817K	Sell	3,781 -219	-5%	-$41.4K	0.02%	365
2023 Q3	$658K	Sell	4,000 -12	-0.3%	-$2.19K	0.01%	365
2023 Q2	$779K	Buy	4,012 +4	+0.1%	+$782	0.02%	304
2023 Q1	$819K	Buy	4,008 +115	+3%	+$24.1K	0.02%	298
2022 Q4	$825K	Sell	3,893 -124	-3%	-$25.8K	0.02%	303
2022 Q3	$863K	Sell	4,017 -142	-3%	-$36.5K	0.02%	352
2022 Q2	$1.06M	Buy	4,159 +43	+1%	+$10.8K	0.02%	266
2022 Q1	$1.2M	Sell	4,116 -44	-1%	-$10.7K	0.04%	217
2021 Q4	$1.22M	Buy	+4,160	New	+$1.14M	0.05%	192

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Connectus Wealth's AMT Position: Q1 2024 in Review

Connectus Wealth reduced its American Tower (AMT) stake by 0.19% in Q1 2024, selling an estimated $1.39K and leaving 3,774 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #259.

Connectus Wealth first reported a position in AMT in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2021. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Connectus Wealth held 3,774 shares of American Tower worth $746K as of Q1 2024.
Connectus Wealth sold 7 American Tower shares in Q1 2024, an estimated $1.39K.
American Tower made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #259 holding.
Connectus Wealth first reported a position in American Tower in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's American Tower position peaked at $1.22M in Q4 2021.
1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.