DTC
AMT icon

Davidson Trust Company’s American Tower AMT Stock Holding History

Davidson Trust Company’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 		– Sell
-948
Closed -$205K – 144
2023
Q4 		$205K Sell
948
-779
-45% -$147K 0.13% 130
2023
Q3 		$284K Buy
1,727
+225
+15% +$41.1K 0.21% 100
2023
Q2 		$291K Buy
+1,502
New +$294K 0.21% 102
2022
Q3 		– Sell
-812
Closed -$208K – 105
2022
Q2 		$208K Sell
812
-103
-11% -$25.8K 0.19% 107
2022
Q1 		$230K Buy
+915
New +$223K 0.17% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Davidson Trust Company's AMT Position: Q1 2024 in Review

Davidson Trust Company sold out of American Tower (AMT) in Q1 2024, closing a stake of 948 shares — an estimated $205K sold.

Davidson Trust Company first reported a position in AMT in Q1 2022 and held it in 5 quarters. The position peaked at $291K in Q2 2023. 1,762 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Davidson Trust Company reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Davidson Trust Company sold 948 American Tower shares in Q1 2024, an estimated $205K.
  • Davidson Trust Company first reported a position in American Tower in Q1 2022 and held it in 5 quarters.
  • Davidson Trust Company's American Tower position peaked at $291K in Q2 2023.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Davidson Trust Company's 13F filing for Q1 2024, filed 13 May 2024.