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Independent Wealth Network’s American Tower AMT Stock Holding History

Independent Wealth Network’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
-1,483
Closed -$320K – 226
2023
Q4 		$320K Buy
1,483
+4
+0.3% +$756 0.17% 144
2023
Q3 		$243K Sell
1,479
-28
-2% -$5.11K 0.15% 161
2023
Q2 		$292K Buy
1,507
+150
+11% +$29.3K 0.18% 152
2023
Q1 		$277K Buy
1,357
+411
+43% +$86.2K 0.18% 141
2022
Q4 		$200K Buy
+946
New +$197K 0.14% 179
2022
Q3 		– Sell
-852
Closed -$218K – 177
2022
Q2 		$218K Sell
852
-36
-4% -$9.03K 0.16% 160
2022
Q1 		$223K Buy
888
+34
+4% +$8.3K 0.14% 176
2021
Q4 		$250K Buy
854
+7
+0.8% +$1.91K 0.15% 164
2021
Q3 		$238K Buy
+847
New +$241K 0.16% 169

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Independent Wealth Network's AMT Position: Q1 2024 in Review

Independent Wealth Network sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,483 shares — an estimated $320K sold.

Independent Wealth Network first reported a position in AMT in Q3 2021 and held it in 9 quarters. The position peaked at $320K in Q4 2023. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Independent Wealth Network reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Independent Wealth Network sold 1,483 American Tower shares in Q1 2024, an estimated $320K.
  • Independent Wealth Network first reported a position in American Tower in Q3 2021 and held it in 9 quarters.
  • Independent Wealth Network's American Tower position peaked at $320K in Q4 2023.
  • 1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.