IVC Wealth Advisors’s American Tower AMT Stock Holding History

IVC 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 Q4	–	Sell	-875	Closed	-$203K	–	153
2024 Q3	$203K	Sell	875 -500	-36%	-$111K	0.11%	159
2024 Q2	$267K	Buy	1,375 +25	+2%	+$4.67K	0.15%	135
2024 Q1	$267K	Buy	1,350 +250	+23%	+$49.8K	0.15%	136
2023 Q4	$237K	Buy	+1,100	New	+$208K	0.15%	131
2023 Q3	–	Sell	-1,100	Closed	-$213K	–	155
2023 Q2	$213K	Buy	1,100 +50	+5%	+$9.78K	0.14%	138
2023 Q1	$215K	Sell	1,050 -75	-7%	-$15.7K	0.15%	133
2022 Q4	$238K	Buy	1,125 +25	+2%	+$5.2K	0.18%	126
2022 Q3	$236K	Hold	1,100	–	–	0.19%	121
2022 Q2	$281K	Buy	1,100 +115	+12%	+$28.9K	0.22%	111
2022 Q1	$247K	Hold	985	–	–	0.16%	129
2021 Q4	$288K	Hold	985	–	–	0.19%	112
2021 Q3	$261K	Hold	985	–	–	0.18%	115
2021 Q2	$266K	Hold	985	–	–	0.19%	117
2021 Q1	$235K	Buy	+985	New	+$219K	0.19%	109

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

IVC Wealth Advisors's AMT Position: Q4 2024 in Review

IVC Wealth Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 875 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in AMT in Q1 2021 and held it in 14 quarters. The position peaked at $288K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

IVC Wealth Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
IVC Wealth Advisors sold 875 American Tower shares in Q4 2024, an estimated $203K.
IVC Wealth Advisors first reported a position in American Tower in Q1 2021 and held it in 14 quarters.
IVC Wealth Advisors's American Tower position peaked at $288K in Q4 2021.
1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.