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Lantern Wealth Advisors’s American Tower AMT Stock Holding History

Lantern Wealth 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
2024
Q4 		– Sell
-1,100
Closed -$256K – 136
2024
Q3 		$256K Hold
1,100
– – 0.18% 108
2024
Q2 		$214K Hold
1,100
– – 0.16% 121
2024
Q1 		$217K Sell
1,100
-100
-8% -$19.9K 0.15% 120
2023
Q4 		$259K Buy
+1,200
New +$227K 0.2% 97

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lantern Wealth Advisors's AMT Position: Q4 2024 in Review

Lantern Wealth Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,100 shares — an estimated $256K sold.

Lantern Wealth Advisors first reported a position in AMT in Q4 2023 and held it in 4 quarters. The position peaked at $259K in Q4 2023. 1,799 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Lantern Wealth Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Lantern Wealth Advisors sold 1,100 American Tower shares in Q4 2024, an estimated $256K.
  • Lantern Wealth Advisors first reported a position in American Tower in Q4 2023 and held it in 4 quarters.
  • Lantern Wealth Advisors's American Tower position peaked at $259K in Q4 2023.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.