KWM
AMT icon

Keebeck Wealth Management’s American Tower AMT Stock Holding History

Keebeck 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 		– Sell
-13,954
Closed -$2.76M – 263
2024
Q1 		$2.76M Sell
13,954
-562
-4% -$112K 0.41% 69
2023
Q4 		$3.16M Sell
14,516
-1,422
-9% -$269K 0.52% 57
2023
Q3 		$2.62M Buy
15,938
+360
+2% +$65.8K 0.46% 64
2023
Q2 		$3.05M Buy
15,578
+2,043
+15% +$399K 0.42% 66
2023
Q1 		$2.77M Buy
13,535
+2,965
+28% +$622K 0.45% 58
2022
Q4 		$2.26M Sell
10,570
-634
-6% -$132K 0.4% 63
2022
Q3 		$2.4M Buy
11,204
+1,085
+11% +$279K 0.46% 53
2022
Q2 		$2.6M Buy
10,119
+1,653
+20% +$415K 0.5% 46
2022
Q1 		$2.13M Buy
8,466
+1,074
+15% +$262K 0.35% 67
2021
Q4 		$2.17M Buy
7,392
+655
+10% +$179K 0.39% 63
2021
Q3 		$1.8M Buy
6,737
+1,306
+24% +$372K 0.35% 67
2021
Q2 		$1.47M Buy
5,431
+1,052
+24% +$268K 0.21% 88
2021
Q1 		$1.05M Buy
4,379
+125
+3% +$27.8K 0.16% 104
2020
Q4 		$960K Buy
4,254
+285
+7% +$66.3K 0.17% 98
2020
Q3 		$963K Sell
3,969
-120
-3% -$30.4K 0.2% 78
2020
Q2 		$1.06M Buy
4,089
+825
+25% +$204K 0.34% 62
2020
Q1 		$710K Buy
3,264
+1,293
+66% +$301K 0.3% 71
2019
Q4 		$454K Buy
+1,971
New +$429K 0.14% 105

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Keebeck Wealth Management sold out of American Tower (AMT) in Q2 2024, closing a stake of 13,954 shares — an estimated $2.76M sold.

Keebeck Wealth Management first reported a position in AMT in Q4 2019 and held it in 18 quarters. The position peaked at $3.16M in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Keebeck Wealth Management reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 13,954 American Tower shares in Q2 2024, an estimated $2.76M.
  • Keebeck Wealth Management first reported a position in American Tower in Q4 2019 and held it in 18 quarters.
  • Keebeck Wealth Management's American Tower position peaked at $3.16M in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Keebeck Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.