CPG
AMT icon

Custom Portfolio Group’s American Tower AMT Stock Holding History

Custom Portfolio Group’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 		$71.1K Hold
366
– – 0.06% 88
2024
Q1 		$72.3K Hold
366
– – 0.06% 85
2023
Q4 		$79.6K Buy
+366
New +$69.2K 0.07% 72

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Custom Portfolio Group's AMT Position: Q2 2024 in Review

Custom Portfolio Group held its American Tower (AMT) position steady in Q2 2024 at 366 shares worth $71.1K. The position accounts for 0.06% of the portfolio, ranked #88.

Custom Portfolio Group first reported a position in AMT in Q4 2023 and has held it in 3 quarters since. The position peaked at $79.6K in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Custom Portfolio Group held 366 shares of American Tower worth $71.1K as of Q2 2024.
  • Custom Portfolio Group left its American Tower share count unchanged in Q2 2024.
  • American Tower made up 0.06% of Custom Portfolio Group's portfolio in Q2 2024, its #88 holding.
  • Custom Portfolio Group first reported a position in American Tower in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's American Tower position peaked at $79.6K in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.