ICA Group Wealth Management’s American Tower AMT Stock Holding History

ICA Group Wealth Management’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	$12.6K	Sell	65 -626	-91%	-$117K	0.01%	440
2024 Q1	$137K	Sell	691 -28	-4%	-$5.58K	0.03%	336
2023 Q4	$155K	Buy	+719	New	+$136K	0.03%	290
2023 Q3	–	Sell	-389	Closed	-$75.5K	–	281
2023 Q2	$75.5K	Buy	389 +60	+18%	+$11.7K	0.02%	393
2023 Q1	$67.2K	Sell	329 -182	-36%	-$38.2K	0.02%	419
2022 Q4	$108K	Buy	+511	New	+$106K	0.03%	351
2022 Q3	–	Sell	-763	Closed	-$209K	–	361
2022 Q2	$209K	Sell	763 -18	-2%	-$4.52K	0.04%	360
2022 Q1	$209K	Buy	+781	New	+$191K	0.04%	358

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

ICA Group Wealth Management's AMT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its American Tower (AMT) stake by 91% in Q2 2024, selling an estimated $117K and leaving 65 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #440.

ICA Group Wealth Management first reported a position in AMT in Q1 2022 and has held it in 8 quarters since. The position peaked at $209K in Q2 2022. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

ICA Group Wealth Management held 65 shares of American Tower worth $12.6K as of Q2 2024.
ICA Group Wealth Management sold 626 American Tower shares in Q2 2024, an estimated $117K.
American Tower made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #440 holding.
ICA Group Wealth Management first reported a position in American Tower in Q1 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's American Tower position peaked at $209K in Q2 2022.
1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.