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Granite Bay Wealth Management’s American Tower AMT Stock Holding History

Granite Bay Wealth Management’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
Q4 		– Sell
-1,100
Closed -$256K – 74
2024
Q3 		$256K Sell
1,100
-480
-30% -$106K 0.14% 38
2024
Q2 		$307K Sell
1,580
-445
-22% -$83.2K 0.16% 53
2024
Q1 		$400K Sell
2,025
-162,005
-99% -$32.3M 0.23% 55
2023
Q4 		$30.9M Sell
164,030
-3,572
-2% -$675K 0.28% 44
2023
Q3 		$30.6M Buy
167,602
+164,922
+6,154% +$30.1M 0.3% 44
2023
Q2 		$520K Sell
2,680
-178
-6% -$34.8K 0.48% 27
2023
Q1 		$584K Buy
2,858
+392
+16% +$82.2K 0.41% 41
2022
Q4 		$522K Buy
2,466
+41
+2% +$8.53K 0.34% 36
2022
Q3 		$521K Buy
2,425
+103
+4% +$26.5K 0.42% 33
2022
Q2 		$593K Buy
2,322
+97
+4% +$24.3K 0.46% 31
2022
Q1 		$559K Buy
2,225
+126
+6% +$30.7K 0.45% 31
2021
Q4 		$614K Buy
+2,099
New +$573K 0.61% 29

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Granite Bay Wealth Management's AMT Position: Q4 2024 in Review

Granite Bay Wealth Management sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,100 shares — an estimated $256K sold.

Granite Bay Wealth Management first reported a position in AMT in Q4 2021 and held it in 12 quarters. The position peaked at $30.9M in Q4 2023. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Granite Bay Wealth Management reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 1,100 American Tower shares in Q4 2024, an estimated $256K.
  • Granite Bay Wealth Management first reported a position in American Tower in Q4 2021 and held it in 12 quarters.
  • Granite Bay Wealth Management's American Tower position peaked at $30.9M in Q4 2023.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Granite Bay Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.