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Kolinsky Wealth Management’s American Tower AMT Stock Holding History

Kolinsky 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
Q1 		– Sell
-997
Closed -$215K – 144
2023
Q4 		$215K Buy
+997
New +$188K 0.19% 127
2022
Q4 		– Sell
-965
Closed -$207K – 128
2022
Q3 		$207K Buy
965
+49
+5% +$12.6K 0.26% 107
2022
Q2 		$234K Buy
+916
New +$230K 0.28% 101
2022
Q1 		– Sell
-754
Closed -$221K – 144
2021
Q4 		$221K Buy
+754
New +$206K 0.2% 126

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

Kolinsky Wealth Management's AMT Position: Q1 2024 in Review

Kolinsky Wealth Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 997 shares — an estimated $215K sold.

Kolinsky Wealth Management first reported a position in AMT in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q2 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Kolinsky Wealth Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 997 American Tower shares in Q1 2024, an estimated $215K.
  • Kolinsky Wealth Management first reported a position in American Tower in Q4 2021 and held it in 4 quarters.
  • Kolinsky Wealth Management's American Tower position peaked at $234K in Q2 2022.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Kolinsky Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.