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Fortis Group Advisors’s American Tower AMT Stock Holding History

Fortis Group 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
Q1 		– Sell
-1,225
Closed -$250K – 514
2023
Q4 		$250K Hold
1,225
– – 0.06% 114
2023
Q3 		$250K Buy
1,225
+104
+9% +$19K 0.08% 107
2023
Q2 		$217K Sell
1,121
-109
-9% -$21.3K 0.06% 125
2023
Q1 		$251K Buy
+1,230
New +$258K 0.08% 107
2020
Q3 		$11.2M Buy
+46,303
New +$11.7M 2.17% 12

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
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

Fortis Group Advisors's AMT Position: Q1 2024 in Review

Fortis Group Advisors sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,225 shares — an estimated $250K sold.

Fortis Group Advisors first reported a position in AMT in Q3 2020 and held it in 5 quarters. The position peaked at $11.2M in Q3 2020. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Fortis Group Advisors reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 1,225 American Tower shares in Q1 2024, an estimated $250K.
  • Fortis Group Advisors first reported a position in American Tower in Q3 2020 and held it in 5 quarters.
  • Fortis Group Advisors's American Tower position peaked at $11.2M in Q3 2020.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.