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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return