Invera Wealth Advisors’s American Tower AMT Stock Holding History

Invera Wealth Advisors’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	–	Sell	-1,562	Closed	-$267K	–	51
2024 Q1	$267K	Buy	+1,562	New	+$311K	0.23%	59

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

Invera Wealth Advisors's AMT Position: Q2 2024 in Review

Invera Wealth Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,562 shares — an estimated $267K sold.

Invera Wealth Advisors first reported a position in AMT in Q1 2024 and held it in 1 quarter. The position peaked at $267K in Q1 2024. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Invera Wealth Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Invera Wealth Advisors sold 1,562 American Tower shares in Q2 2024, an estimated $267K.
Invera Wealth Advisors first reported a position in American Tower in Q1 2024 and held it in 1 quarter.
Invera Wealth Advisors's American Tower position peaked at $267K in Q1 2024.
1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Invera Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.