InterOcean Capital Group’s American Tower AMT Stock Holding History

InterOcean Capital Group’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	$323K	Sell	1,636 -838	-34%	-$167K	0.01%	378
2023 Q4	$534K	Buy	2,474 +631	+34%	+$119K	0.01%	280
2023 Q3	$303K	Sell	1,843 -905	-33%	-$165K	0.01%	345
2023 Q2	$533K	Sell	2,748 -1,543	-36%	-$302K	0.02%	261
2023 Q1	$877K	Sell	4,291 -129	-3%	-$27.1K	0.03%	199
2022 Q4	$936K	Sell	4,420 -29	-0.7%	-$6.04K	0.03%	186
2022 Q3	$955K	Buy	4,449 +927	+26%	+$238K	0.04%	167
2022 Q2	$900K	Buy	+3,522	New	+$884K	0.04%	172

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

InterOcean Capital Group's AMT Position: Q1 2024 in Review

InterOcean Capital Group reduced its American Tower (AMT) stake by 34% in Q1 2024, selling an estimated $167K and leaving 1,636 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #378.

InterOcean Capital Group first reported a position in AMT in Q2 2022 and has held it in 8 quarters since. The position peaked at $955K in Q3 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

InterOcean Capital Group held 1,636 shares of American Tower worth $323K as of Q1 2024.
InterOcean Capital Group sold 838 American Tower shares in Q1 2024, an estimated $167K.
American Tower made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #378 holding.
InterOcean Capital Group first reported a position in American Tower in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's American Tower position peaked at $955K in Q3 2022.
1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.