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Gries Financial’s American Tower AMT Stock Holding History

Gries Financial’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
-1,162
Closed -$230K – 247
2024
Q1 		$230K Buy
+1,162
New +$231K 0.04% 245
2023
Q3 		– Sell
-14,064
Closed -$2.73M – 180
2023
Q2 		$2.73M Buy
14,064
+333
+2% +$65.1K 0.75% 27
2023
Q1 		$2.81M Buy
13,731
+2,466
+22% +$517K 0.83% 24
2022
Q4 		$2.39M Buy
11,265
+2,890
+35% +$602K 0.79% 44
2022
Q3 		$1.8M Sell
8,375
-2,980
-26% -$766K 0.76% 33
2022
Q2 		$2.9M Buy
11,355
+320
+3% +$80.3K 1.38% 13
2022
Q1 		$2.77M Buy
11,035
+9,927
+896% +$2.42M 1.02% 19
2021
Q4 		$324K Buy
1,108
+36
+3% +$9.84K 0.13% 132
2021
Q3 		$285K Sell
1,072
-13
-1% -$3.71K 0.09% 136
2021
Q2 		$309K Sell
1,085
-28
-3% -$7.14K 0.1% 133
2021
Q1 		$272K Buy
+1,113
New +$248K 0.09% 145

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Gries Financial's AMT Position: Q2 2024 in Review

Gries Financial sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,162 shares — an estimated $230K sold.

Gries Financial first reported a position in AMT in Q1 2021 and held it in 11 quarters. The position peaked at $2.9M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Gries Financial reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Gries Financial sold 1,162 American Tower shares in Q2 2024, an estimated $230K.
  • Gries Financial first reported a position in American Tower in Q1 2021 and held it in 11 quarters.
  • Gries Financial's American Tower position peaked at $2.9M in Q2 2022.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Gries Financial's 13F filing for Q2 2024, filed 2 Aug 2024.