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Elwood & Goetz Wealth Advisory Group’s American Tower AMT Stock Holding History

Elwood & Goetz Wealth Advisory 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
Q4 		– Sell
-1,066
Closed -$248K – 101
2024
Q3 		$248K Buy
+1,066
New +$236K 0.06% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's AMT Position: Q4 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,066 shares — an estimated $248K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in AMT in Q3 2024 and held it in 1 quarter. The position peaked at $248K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,066 American Tower shares in Q4 2024, an estimated $248K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in American Tower in Q3 2024 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's American Tower position peaked at $248K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.