Kelman-Lazarov Inc’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,637
| Closed | -$353K | – | 105 |
|
|
2023
Q4 | $353K | Sell |
1,637
-12
| -0.7% | -$2.27K | 0.08% | 81 |
|
|
2023
Q3 | $271K | Sell |
1,649
-114
| -6% | -$20.8K | 0.06% | 85 |
|
|
2023
Q2 | $342K | Buy |
1,763
+23
| +1% | +$4.5K | 0.08% | 79 |
|
|
2023
Q1 | $356K | Sell |
1,740
-71
| -4% | -$14.9K | 0.09% | 74 |
|
|
2022
Q4 | $384K | Sell |
1,811
-72
| -4% | -$15K | 0.11% | 68 |
|
|
2022
Q3 | $404K | Buy |
1,883
+200
| +12% | +$51.4K | 0.14% | 56 |
|
|
2022
Q2 | $430K | Sell |
1,683
-366
| -18% | -$91.8K | 0.15% | 55 |
|
|
2022
Q1 | $515K | Hold |
2,049
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $599K | Sell |
2,049
-199
| -9% | -$54.4K | 0.19% | 46 |
|
|
2021
Q3 | $597K | Sell |
2,248
-29
| -1% | -$8.27K | 0.21% | 43 |
|
|
2021
Q2 | $615K | Sell |
2,277
-32
| -1% | -$8.15K | 0.21% | 43 |
|
|
2021
Q1 | $552K | Sell |
2,309
-58
| -2% | -$12.9K | 0.2% | 43 |
|
|
2020
Q4 | $531K | Hold |
2,367
| – | – | 0.2% | 43 |
|
|
2020
Q3 | $572K | Sell |
2,367
-66
| -3% | -$16.7K | 0.26% | 38 |
|
|
2020
Q2 | $629K | Sell |
2,433
-513
| -17% | -$127K | 0.29% | 36 |
|
|
2020
Q1 | $641K | Sell |
2,946
-995
| -25% | -$232K | 0.34% | 35 |
|
|
2019
Q4 | $906K | Sell |
3,941
-34
| -0.9% | -$7.41K | 0.41% | 40 |
|
|
2019
Q3 | $879K | Hold |
3,975
| – | – | 0.43% | 41 |
|
|
2019
Q2 | $813K | Sell |
3,975
-284
| -7% | -$57.1K | 0.42% | 42 |
|
|
2019
Q1 | $839K | Sell |
4,259
-686
| -14% | -$120K | 0.44% | 43 |
|
|
2018
Q4 | $782K | Sell |
4,945
-20
| -0.4% | -$3.13K | 0.49% | 48 |
|
|
2018
Q3 | $721K | Sell |
4,965
-725
| -13% | -$106K | 0.42% | 53 |
|
|
2018
Q2 | $820K | Sell |
5,690
-70
| -1% | -$9.73K | 0.44% | 59 |
|
|
2018
Q1 | $837K | Sell |
5,760
-270
| -4% | -$38K | 0.45% | 58 |
|
|
2017
Q4 | $860K | Hold |
6,030
| – | – | 0.44% | 61 |
|
|
2017
Q3 | $824K | Sell |
6,030
-4,945
| -45% | -$688K | 0.44% | 62 |
|
|
2017
Q2 | $1.45M | Sell |
10,975
-120
| -1% | -$15.4K | 0.8% | 39 |
|
|
2017
Q1 | $1.35M | Sell |
11,095
-1,500
| -12% | -$165K | 0.87% | 39 |
|
|
2016
Q4 | $1.33M | Sell |
12,595
-380
| -3% | -$41.3K | 0.75% | 41 |
|
|
2016
Q3 | $1.44M | Sell |
12,975
-350
| -3% | -$40K | 0.81% | 35 |
|
|
2016
Q2 | $1.51M | Hold |
13,325
| – | – | 0.86% | 37 |
|
|
2016
Q1 | $1.39M | Buy |
+13,325
| New | +$1.25M | 0.81% | 39 |
|
Other funds holding AMT
Kelman-Lazarov Inc's AMT Position: Q1 2024 in Review
Kelman-Lazarov Inc sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,637 shares — an estimated $353K sold.
Kelman-Lazarov Inc first reported a position in AMT in Q1 2016 and held it in 32 quarters. The position peaked at $1.51M in Q2 2016. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.
- Kelman-Lazarov Inc reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
- Kelman-Lazarov Inc sold 1,637 American Tower shares in Q1 2024, an estimated $353K.
- Kelman-Lazarov Inc first reported a position in American Tower in Q1 2016 and held it in 32 quarters.
- Kelman-Lazarov Inc's American Tower position peaked at $1.51M in Q2 2016.
- 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2024, filed 9 May 2024.