Halpern Financial’s American Tower AMT Stock Holding History

Halpern 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
2023 Q4	–	Sell	-87	Closed	-$14.3K	–	252
2023 Q3	$14.3K	Sell	87 -134	-61%	-$24.5K	﹤0.01%	140
2023 Q2	$42.9K	Buy	+221	New	+$43.2K	0.01%	82
2021 Q3	–	Sell	-27	Closed	-$7.29K	–	257
2021 Q2	$7.29K	Hold	27	–	–	﹤0.01%	162
2021 Q1	$6.46K	Buy	+27	New	+$6.01K	﹤0.01%	166

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halpern Financial's AMT Position: Q4 2023 in Review

Halpern Financial sold out of American Tower (AMT) in Q4 2023, closing a stake of 87 shares — an estimated $14.3K sold.

Halpern Financial first reported a position in AMT in Q1 2021 and held it in 4 quarters. The position peaked at $42.9K in Q2 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Halpern Financial reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Halpern Financial sold 87 American Tower shares in Q4 2023, an estimated $14.3K.
Halpern Financial first reported a position in American Tower in Q1 2021 and held it in 4 quarters.
Halpern Financial's American Tower position peaked at $42.9K in Q2 2023.
1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.