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Lake Street Advisors Group’s American Tower AMT Stock Holding History

Lake Street Advisors 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
Q4 		$1.89M Sell
10,196
-119
-1% -$24.7K 0.09% 143
2024
Q3 		$2.4M Buy
10,315
+148
+1% +$32.8K 0.11% 103
2024
Q2 		$1.99M Sell
10,167
-29
-0.3% -$5.42K 0.1% 133
2024
Q1 		$2.01M Buy
10,196
+64
+0.6% +$12.7K 0.09% 142
2023
Q4 		$2.2M Sell
10,132
-142
-1% -$26.8K 0.11% 128
2023
Q3 		$1.69M Buy
10,274
+129
+1% +$23.6K 0.1% 129
2023
Q2 		$1.97M Buy
+10,145
New +$1.98M 0.11% 125
2021
Q3 		– Sell
-3,367
Closed -$943K – 237
2021
Q2 		$943K Buy
3,367
+75
+2% +$19.1K 0.07% 116
2021
Q1 		$787K Sell
3,292
-33
-1% -$7.35K 0.06% 117
2020
Q4 		$746K Sell
3,325
-206
-6% -$47.9K 0.06% 120
2020
Q3 		$853K Sell
3,531
-87
-2% -$22.1K 0.08% 104
2020
Q2 		$935K Buy
3,618
+28
+0.8% +$6.93K 0.09% 87
2020
Q1 		$782K Buy
3,590
+684
+24% +$159K 0.1% 82
2019
Q4 		$668K Buy
2,906
+118
+4% +$25.7K 0.07% 96
2019
Q3 		$577K Sell
2,788
-27
-1% -$5.89K 0.06% 89
2019
Q2 		$575K Buy
2,815
+99
+4% +$19.9K 0.06% 94
2019
Q1 		$535K Buy
2,716
+115
+4% +$20.2K 0.06% 102
2018
Q4 		$411K Sell
2,601
-455
-15% -$71.1K 0.05% 110
2018
Q3 		$444K Sell
3,056
-855
-22% -$125K 0.05% 103
2018
Q2 		$564K Sell
3,911
-828
-17% -$115K 0.06% 139
2018
Q1 		$689K Sell
4,739
-493
-9% -$69.5K 0.08% 97
2017
Q4 		$746K Buy
+5,232
New +$747K 0.08% 99

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lake Street Advisors Group's AMT Position: Q4 2024 in Review

Lake Street Advisors Group reduced its American Tower (AMT) stake by 1.2% in Q4 2024, selling an estimated $24.7K and leaving 10,196 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #143.

Lake Street Advisors Group first reported a position in AMT in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.4M in Q3 2024. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Lake Street Advisors Group held 10,196 shares of American Tower worth $1.89M as of Q4 2024.
  • Lake Street Advisors Group sold 119 American Tower shares in Q4 2024, an estimated $24.7K.
  • American Tower made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #143 holding.
  • Lake Street Advisors Group first reported a position in American Tower in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's American Tower position peaked at $2.4M in Q3 2024.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.