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Institutional & Family Asset Management’s American Tower AMT Stock Holding History

Institutional & Family Asset 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 		$38.5K Buy
198
+104
+111% +$19.4K 0.01% 263
2024
Q1 		$18.6K Hold
94
– – ﹤0.01% 337
2023
Q4 		$20.3K Sell
94
-3
-3% -$567 ﹤0.01% 317
2023
Q3 		$16K Buy
97
+11
+13% +$2.01K ﹤0.01% 327
2023
Q2 		$16.7K Hold
86
– – ﹤0.01% 329
2023
Q1 		$17.6K Hold
86
– – ﹤0.01% 327
2022
Q4 		$18.2K Sell
86
-29
-25% -$6.04K ﹤0.01% 314
2022
Q3 		$25K Hold
115
– – ﹤0.01% 287
2022
Q2 		$29K Hold
115
– – 0.01% 273
2022
Q1 		$29K Buy
115
+5
+5% +$1.22K ﹤0.01% 311
2021
Q4 		$32K Hold
110
– – 0.01% 313
2021
Q3 		$29K Hold
110
– – ﹤0.01% 407
2021
Q2 		$30K Hold
110
– – ﹤0.01% 419
2021
Q1 		$26K Sell
110
-8
-7% -$1.78K 0.01% 454
2020
Q4 		$26K Buy
118
+5
+4% +$1.16K 0.01% 407
2020
Q3 		$27K Hold
113
– – 0.01% 360
2020
Q2 		$29K Buy
113
+6
+6% +$1.48K 0.01% 357
2020
Q1 		$23K Buy
107
+14
+15% +$3.26K 0.01% 354
2019
Q4 		$21K Buy
93
+3
+3% +$653 ﹤0.01% 425
2019
Q3 		$20K Sell
90
-14
-13% -$3.06K ﹤0.01% 403
2019
Q2 		$21K Sell
104
-9
-8% -$1.81K ﹤0.01% 415
2019
Q1 		$22K Sell
113
-5
-4% -$877 ﹤0.01% 416
2018
Q4 		$19K Sell
118
-51
-30% -$7.97K ﹤0.01% 411
2018
Q3 		$25K Buy
169
+35
+26% +$5.13K ﹤0.01% 416
2018
Q2 		$19K Sell
134
-4
-3% -$556 ﹤0.01% 445
2018
Q1 		$20K Buy
+138
New +$19.4K ﹤0.01% 414

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Institutional & Family Asset Management's AMT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its American Tower (AMT) stake by 111% in Q2 2024, buying an estimated $19.4K and bringing the position to 198 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #263.

Institutional & Family Asset Management first reported a position in AMT in Q1 2018 and has held it in 26 quarters since. 1,767 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Institutional & Family Asset Management held 198 shares of American Tower worth $38.5K as of Q2 2024.
  • Institutional & Family Asset Management bought 104 American Tower shares in Q2 2024, an estimated $19.4K.
  • American Tower made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #263 holding.
  • Institutional & Family Asset Management first reported a position in American Tower in Q1 2018 and has held it in 26 quarters since.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.