Dougherty Wealth Advisers’s American Tower AMT Stock Holding History

Dougherty Wealth Advisers’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	-180	Closed	-$38.9K	–	111
2023 Q4	$38.9K	Hold	180	–	–	0.04%	95
2023 Q3	$29.6K	Sell	180 -45	-20%	-$8.22K	0.03%	93
2023 Q2	$43.6K	Hold	225	–	–	0.06%	83
2023 Q1	$46K	Sell	225 -225	-50%	-$47.2K	0.07%	83
2022 Q4	$95.3K	Hold	450	–	–	0.16%	62
2022 Q3	$97K	Hold	450	–	–	0.19%	53
2022 Q2	$115K	Hold	450	–	–	0.21%	48
2022 Q1	$113K	Hold	450	–	–	0.17%	59
2021 Q4	$132K	Hold	450	–	–	0.18%	59
2021 Q3	$119K	Hold	450	–	–	0.18%	64
2021 Q2	$122K	Hold	450	–	–	0.18%	62
2021 Q1	$108K	Hold	450	–	–	0.16%	65
2020 Q4	$101K	Hold	450	–	–	0.16%	63
2020 Q3	$109K	Hold	450	–	–	0.38%	50
2020 Q2	$116K	Hold	450	–	–	0.42%	47
2020 Q1	$98K	Hold	450	–	–	0.39%	52
2019 Q4	$103K	Hold	450	–	–	0.31%	62
2019 Q3	$100K	Hold	450	–	–	0.33%	59
2019 Q2	$92K	Hold	450	–	–	0.26%	77
2019 Q1	$89K	Hold	450	–	–	0.3%	67
2018 Q4	$77K	Buy	+450	New	+$70.3K	0.25%	73

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Dougherty Wealth Advisers's AMT Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of American Tower (AMT) in Q1 2024, closing a stake of 180 shares — an estimated $38.9K sold.

Dougherty Wealth Advisers first reported a position in AMT in Q4 2018 and held it in 21 quarters. The position peaked at $132K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Dougherty Wealth Advisers reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 180 American Tower shares in Q1 2024, an estimated $38.9K.
Dougherty Wealth Advisers first reported a position in American Tower in Q4 2018 and held it in 21 quarters.
Dougherty Wealth Advisers's American Tower position peaked at $132K in Q4 2021.
1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.