Financial Synergies Wealth Advisors’s American Tower AMT Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-4	Closed	-$791	–	91
2024 Q1	$791	Buy	+4	New	+$797	﹤0.01%	429
2023 Q4	–	Sell	-9	Closed	-$1.48K	–	465
2023 Q3	$1.48K	Buy	9 +3	+50%	+$548	﹤0.01%	336
2023 Q2	$1.16K	Buy	+6	New	+$1.17K	﹤0.01%	353
2022 Q4	–	Sell	-6	Closed	-$1.29K	–	463
2022 Q3	$1.29K	Hold	6	–	–	﹤0.01%	265
2022 Q2	$1.53K	Buy	+6	New	+$1.51K	﹤0.01%	268

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Financial Synergies Wealth Advisors's AMT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 4 shares — an estimated $791 sold.

Financial Synergies Wealth Advisors first reported a position in AMT in Q2 2022 and held it in 5 quarters. The position peaked at $1.53K in Q2 2022. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 American Tower shares in Q2 2024, an estimated $791.
Financial Synergies Wealth Advisors first reported a position in American Tower in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's American Tower position peaked at $1.53K in Q2 2022.
1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.