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Fiduciary Planning’s American Tower AMT Stock Holding History

Fiduciary Planning’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
2023
Q4 		– Sell
-3,449
Closed -$567K – 55
2023
Q3 		$567K Sell
3,449
-392
-10% -$71.6K 0.27% 47
2023
Q2 		$745K Buy
3,841
+114
+3% +$22.3K 0.34% 31
2023
Q1 		$762K Buy
3,727
+122
+3% +$25.6K 0.36% 30
2022
Q4 		$764K Buy
+3,605
New +$750K 0.37% 30
2021
Q3 		– Sell
-1,683
Closed -$455K – 68
2021
Q2 		$455K Buy
+1,683
New +$429K 0.39% 45

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Planning's AMT Position: Q4 2023 in Review

Fiduciary Planning sold out of American Tower (AMT) in Q4 2023, closing a stake of 3,449 shares — an estimated $567K sold.

Fiduciary Planning first reported a position in AMT in Q2 2021 and held it in 5 quarters. The position peaked at $764K in Q4 2022. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Fiduciary Planning reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 3,449 American Tower shares in Q4 2023, an estimated $567K.
  • Fiduciary Planning first reported a position in American Tower in Q2 2021 and held it in 5 quarters.
  • Fiduciary Planning's American Tower position peaked at $764K in Q4 2022.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.