IWN
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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
2022
Q1 		– Sell
-100
Closed -$25K – 205
2021
Q4 		$25K Buy
+100
New +$27.3K 0.02% 216

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.