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Global Wealth Management Investment Advisory’s American Tower AMT Stock Holding History

Global Wealth Management Investment Advisory’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
-50
Closed -$10.8K – 153
2023
Q4 		$10.8K Buy
+50
New +$9.45K ﹤0.01% 286
2021
Q1 		– Sell
-5
Closed -$1K – 455
2020
Q4 		$1K Buy
+5
New +$1.16K ﹤0.01% 420
2020
Q2 		– Sell
-19
Closed -$4K – 594
2020
Q1 		$4K Hold
19
– – ﹤0.01% 426
2019
Q4 		$4K Sell
19
-10
-34% -$2.18K ﹤0.01% 444
2019
Q3 		$6K Sell
29
-8
-22% -$1.75K ﹤0.01% 377
2019
Q2 		$8K Sell
37
-120
-76% -$24.1K ﹤0.01% 391
2019
Q1 		$31K Sell
157
-975
-86% -$171K 0.02% 255
2018
Q4 		$179K Buy
+1,132
New +$177K 0.1% 136

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

Global Wealth Management Investment Advisory's AMT Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of American Tower (AMT) in Q1 2024, closing a stake of 50 shares — an estimated $10.8K sold.

Global Wealth Management Investment Advisory first reported a position in AMT in Q4 2018 and held it in 8 quarters. The position peaked at $179K in Q4 2018. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 American Tower shares in Q1 2024, an estimated $10.8K.
  • Global Wealth Management Investment Advisory first reported a position in American Tower in Q4 2018 and held it in 8 quarters.
  • Global Wealth Management Investment Advisory's American Tower position peaked at $179K in Q4 2018.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.