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First Personal Financial Services’s American Tower AMT Stock Holding History

First Personal Financial Services’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
Q3 		$17K Buy
73
+1
+1% +$222 ﹤0.01% 272
2024
Q2 		$14K Hold
72
– – ﹤0.01% 255
2024
Q1 		$14.2K Sell
72
-242
-77% -$48.2K ﹤0.01% 260
2023
Q4 		$67.8K Hold
314
– – 0.02% 184
2023
Q3 		$51.6K Sell
314
-96
-23% -$17.5K 0.01% 194
2023
Q2 		$79.5K Hold
410
– – 0.02% 172
2023
Q1 		$83.8K Sell
410
-39
-9% -$8.18K 0.02% 165
2022
Q4 		$95.1K Sell
449
-35
-7% -$7.29K 0.03% 159
2022
Q3 		$104K Buy
484
+383
+379% +$98.4K 0.03% 150
2022
Q2 		$26K Hold
101
– – 0.01% 220
2022
Q1 		$25K Hold
101
– – 0.01% 234
2021
Q4 		$30K Buy
+101
New +$27.6K 0.01% 222
2021
Q3 		– Sell
-52
Closed -$14K – 313
2021
Q2 		$14K Hold
52
– – ﹤0.01% 274
2021
Q1 		$12K Hold
52
– – ﹤0.01% 271
2020
Q4 		$12K Buy
+52
New +$12.1K ﹤0.01% 270
2020
Q1 		– Sell
-23
Closed -$5K – 308
2019
Q4 		$5K Sell
23
-454
-95% -$98.9K ﹤0.01% 306
2019
Q3 		$105K Buy
477
+34
+8% +$7.42K 0.03% 175
2019
Q2 		$91K Sell
443
-53
-11% -$10.7K 0.03% 219
2019
Q1 		$98K Hold
496
– – 0.03% 203
2018
Q4 		$78K Buy
496
+79
+19% +$12.3K 0.03% 216
2018
Q3 		$61K Buy
417
+46
+12% +$6.75K 0.02% 252
2018
Q2 		$53K Sell
371
-1,482
-80% -$206K 0.02% 268
2018
Q1 		$269K Sell
1,853
-960
-34% -$135K 0.06% 186
2017
Q4 		$401K Buy
2,813
+481
+21% +$68.7K 0.08% 171
2017
Q3 		$319K Sell
2,332
-263
-10% -$36.6K 0.07% 175
2017
Q2 		$343K Sell
2,595
-85
-3% -$10.9K 0.08% 165
2017
Q1 		$326K Buy
2,680
+200
+8% +$22K 0.08% 154
2016
Q4 		$262K Buy
2,480
+2,397
+2,888% +$260K 0.07% 166
2016
Q3 		$9K Buy
83
+56
+207% +$6.4K ﹤0.01% 601
2016
Q2 		$3K Buy
+27
New +$2.87K ﹤0.01% 723

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Personal Financial Services's AMT Position: Q3 2024 in Review

First Personal Financial Services increased its American Tower (AMT) stake by 1.4% in Q3 2024, buying an estimated $222 and bringing the position to 73 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

First Personal Financial Services first reported a position in AMT in Q2 2016 and has held it in 30 quarters since. The position peaked at $401K in Q4 2017. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • First Personal Financial Services held 73 shares of American Tower worth $17K as of Q3 2024.
  • First Personal Financial Services bought 1 American Tower share in Q3 2024, an estimated $222.
  • American Tower made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #272 holding.
  • First Personal Financial Services first reported a position in American Tower in Q2 2016 and has held it in 30 quarters since.
  • First Personal Financial Services's American Tower position peaked at $401K in Q4 2017.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.