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IBEX Wealth Advisors’s American Tower AMT Stock Holding History

IBEX Wealth Advisors’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
-11,542
Closed -$3.13M – 208
2024
Q3 		$3.13M Sell
11,542
-9,855
-46% -$2.19M 0.86% 43
2024
Q2 		$4.16M Buy
+21,397
New +$4M 0.65% 47
2021
Q4 		– Sell
-3,929
Closed -$1.04M – 201
2021
Q3 		$1.04M Buy
+3,929
New +$1.12M 0.2% 109
2019
Q3 		– Sell
-267
Closed -$54K – 104
2019
Q2 		$54K Buy
+267
New +$53.7K 0.02% 211

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

IBEX Wealth Advisors's AMT Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 11,542 shares — an estimated $3.13M sold.

IBEX Wealth Advisors first reported a position in AMT in Q2 2019 and held it in 4 quarters. The position peaked at $4.16M in Q2 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 11,542 American Tower shares in Q4 2024, an estimated $3.13M.
  • IBEX Wealth Advisors first reported a position in American Tower in Q2 2019 and held it in 4 quarters.
  • IBEX Wealth Advisors's American Tower position peaked at $4.16M in Q2 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.