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Holistic Financial Partners’s American Tower AMT Stock Holding History

Holistic Financial Partners’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
-1,018
Closed -$220K – 138
2023
Q4 		$220K Buy
+1,018
New +$192K 0.13% 106
2018
Q1 		– Hold
0
– – – 185
2017
Q4 		– Hold
0
– – – 218

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
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

Holistic Financial Partners's AMT Position: Q1 2024 in Review

Holistic Financial Partners sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,018 shares — an estimated $220K sold.

Holistic Financial Partners first reported a position in AMT in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Holistic Financial Partners reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 1,018 American Tower shares in Q1 2024, an estimated $220K.
  • Holistic Financial Partners first reported a position in American Tower in Q4 2023 and held it in 1 quarter.
  • Holistic Financial Partners's American Tower position peaked at $220K in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Holistic Financial Partners's 13F filing for Q1 2024, filed 8 May 2024.