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Landmark Financial Advisors’s American Tower AMT Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$622K Buy
2,880
+45
+2% +$8.5K 0.22% 51
2023
Q3 		$466K Buy
2,835
+55
+2% +$10K 0.19% 56
2023
Q2 		$539K Buy
2,780
+56
+2% +$10.9K 0.22% 56
2023
Q1 		$557K Buy
2,724
+23
+0.9% +$4.83K 0.24% 53
2022
Q4 		$572K Buy
2,701
+55
+2% +$11.4K 0.26% 50
2022
Q3 		$568K Buy
2,646
+60
+2% +$15.4K 0.3% 45
2022
Q2 		$661K Buy
2,586
+10
+0.4% +$2.51K 0.32% 43
2022
Q1 		$669K Buy
2,576
+202
+9% +$49.3K 0.32% 45
2021
Q4 		$694K Buy
2,374
+702
+42% +$192K 0.31% 44
2021
Q3 		$400K Sell
1,672
-335
-17% -$95.5K 0.22% 51
2021
Q2 		$542K Buy
2,007
+335
+20% +$85.4K 0.26% 45
2021
Q1 		$400K Buy
1,672
+55
+3% +$12.2K 0.22% 51
2020
Q4 		$348K Buy
1,617
+272
+20% +$63.2K 0.2% 54
2020
Q3 		$327K Buy
1,345
+70
+5% +$17.7K 0.21% 51
2020
Q2 		$339K Buy
1,275
+450
+55% +$111K 0.22% 53
2020
Q1 		$210K Buy
+825
New +$192K 0.14% 63

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Landmark Financial Advisors's AMT Position: Q4 2023 in Review

Landmark Financial Advisors increased its American Tower (AMT) stake by 1.6% in Q4 2023, buying an estimated $8.5K and bringing the position to 2,880 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #51.

Landmark Financial Advisors first reported a position in AMT in Q1 2020 and has held it in 16 quarters since. The position peaked at $694K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Landmark Financial Advisors held 2,880 shares of American Tower worth $622K as of Q4 2023.
  • Landmark Financial Advisors bought 45 American Tower shares in Q4 2023, an estimated $8.5K.
  • American Tower made up 0.22% of Landmark Financial Advisors's portfolio in Q4 2023, its #51 holding.
  • Landmark Financial Advisors first reported a position in American Tower in Q1 2020 and has held it in 16 quarters since.
  • Landmark Financial Advisors's American Tower position peaked at $694K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.