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Journey Advisory Group’s American Tower AMT Stock Holding History

Journey Advisory 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 		– Sell
-1,064
Closed -$230K – 238
2023
Q4 		$230K Sell
1,064
-3,726
-78% -$704K 0.03% 201
2023
Q3 		$788K Sell
4,790
-6,063
-56% -$1.11M 0.12% 121
2023
Q2 		$2.1M Buy
10,853
+281
+3% +$54.9K 0.31% 83
2023
Q1 		$2.16M Sell
10,572
-703
-6% -$147K 0.34% 81
2022
Q4 		$2.39M Sell
11,275
-1,149
-9% -$239K 0.59% 49
2022
Q3 		$2.67M Buy
12,424
+285
+2% +$73.2K 0.68% 38
2022
Q2 		$3.26M Buy
12,139
+1,708
+16% +$429K 0.75% 32
2022
Q1 		$2.62M Buy
10,431
+777
+8% +$190K 0.66% 37
2021
Q4 		$2.82M Buy
9,654
+788
+9% +$215K 0.78% 30
2021
Q3 		$2.35M Sell
8,866
-231
-3% -$65.8K 0.76% 31
2021
Q2 		$2.46M Buy
9,097
+7,947
+691% +$2.03M 0.78% 33
2021
Q1 		$275K Sell
1,150
-16
-1% -$3.56K 0.1% 159
2020
Q4 		$262K Buy
+1,166
New +$271K 0.1% 153

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Journey Advisory Group's AMT Position: Q1 2024 in Review

Journey Advisory Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,064 shares — an estimated $230K sold.

Journey Advisory Group first reported a position in AMT in Q4 2020 and held it in 13 quarters. The position peaked at $3.26M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Journey Advisory Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Journey Advisory Group sold 1,064 American Tower shares in Q1 2024, an estimated $230K.
  • Journey Advisory Group first reported a position in American Tower in Q4 2020 and held it in 13 quarters.
  • Journey Advisory Group's American Tower position peaked at $3.26M in Q2 2022.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Journey Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.