Heritage Wealth Management (Arizona)’s American Tower AMT Stock Holding History

Heritage Wealth Management (Arizona)’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	-5,764	Closed	-$1.14M	–	169
2024 Q1	$1.14M	Sell	5,764 -155	-3%	-$30.9K	0.58%	40
2023 Q4	$1.28M	Buy	+5,919	New	+$1.12M	0.69%	36
2022 Q4	$4.43M	Buy	20,920 +11,143	+114%	+$2.32M	0.63%	33
2022 Q3	$2.1M	Buy	9,777 +155	+2%	+$39.8K	0.67%	28
2022 Q2	$2.46M	Buy	9,622 +68	+0.7%	+$17.1K	0.82%	18
2022 Q1	$2.4M	Buy	+9,554	New	+$2.33M	0.65%	29
2021 Q3	$1.88M	Buy	7,066 +770	+12%	+$219K	0.67%	28
2021 Q2	$1.7M	Buy	6,296 +286	+5%	+$72.9K	0.64%	26
2021 Q1	$1.44M	Buy	+6,010	New	+$1.34M	0.81%	27

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMT Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of American Tower (AMT) in Q2 2024, closing a stake of 5,764 shares — an estimated $1.14M sold.

Heritage Wealth Management (Arizona) first reported a position in AMT in Q1 2021 and held it in 9 quarters. The position peaked at $4.43M in Q4 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 5,764 American Tower shares in Q2 2024, an estimated $1.14M.
Heritage Wealth Management (Arizona) first reported a position in American Tower in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s American Tower position peaked at $4.43M in Q4 2022.
1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.