Janiczek Wealth Management’s American Tower AMT Stock Holding History

Janiczek Wealth 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	$145K	Sell	746 -9	-1%	-$1.68K	0.03%	231
2024 Q1	$149K	Hold	755	–	–	0.03%	225
2023 Q4	$163K	Sell	755 -164	-18%	-$31K	0.04%	192
2023 Q3	$151K	Buy	919 +723	+369%	+$132K	0.04%	182
2023 Q2	$38.3K	Hold	196	–	–	0.01%	354
2023 Q1	$40.9K	Hold	196	–	–	0.01%	340
2022 Q4	$45.8K	Hold	196	–	–	0.01%	332
2022 Q3	$37K	Hold	196	–	–	0.01%	352
2022 Q2	$53K	Buy	196 +192	+4,800%	+$48.2K	0.02%	295
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	819
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	875
2021 Q3	$1K	Buy	+4	New	+$1.14K	﹤0.01%	853

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Janiczek Wealth Management's AMT Position: Q2 2024 in Review

Janiczek Wealth Management reduced its American Tower (AMT) stake by 1.2% in Q2 2024, selling an estimated $1.68K and leaving 746 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #231.

Janiczek Wealth Management first reported a position in AMT in Q3 2021 and has held it in 12 quarters since. The position peaked at $163K in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Janiczek Wealth Management held 746 shares of American Tower worth $145K as of Q2 2024.
Janiczek Wealth Management sold 9 American Tower shares in Q2 2024, an estimated $1.68K.
American Tower made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #231 holding.
Janiczek Wealth Management first reported a position in American Tower in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's American Tower position peaked at $163K in Q4 2023.
1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.