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Ethos Financial Group’s American Tower AMT Stock Holding History

Ethos Financial 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
Q1 		– Sell
-991
Closed -$216K – 287
2023
Q4 		$216K Sell
991
-996
-50% -$188K 0.05% 239
2023
Q3 		$327K Buy
1,987
+247
+14% +$45.1K 0.08% 127
2023
Q2 		$355K Hold
1,740
– – 0.12% 92
2023
Q1 		$355K Buy
1,740
+115
+7% +$24.1K 0.11% 109
2022
Q4 		$347K Buy
+1,625
New +$338K 0.12% 95

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 $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Ethos Financial Group's AMT Position: Q1 2024 in Review

Ethos Financial Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 991 shares — an estimated $216K sold.

Ethos Financial Group first reported a position in AMT in Q4 2022 and held it in 5 quarters. The position peaked at $355K in Q2 2023. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Ethos Financial Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Ethos Financial Group sold 991 American Tower shares in Q1 2024, an estimated $216K.
  • Ethos Financial Group first reported a position in American Tower in Q4 2022 and held it in 5 quarters.
  • Ethos Financial Group's American Tower position peaked at $355K in Q2 2023.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.