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Legacy Private Trust’s American Tower AMT Stock Holding History

Legacy Private Trust’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
-1,057
Closed -$246K – 240
2024
Q3 		$246K Hold
1,057
– – 0.02% 219
2024
Q2 		$205K Sell
1,057
-81
-7% -$15.1K 0.01% 224
2024
Q1 		$225K Buy
1,138
+208
+22% +$41.4K 0.02% 219
2023
Q4 		$201K Buy
+930
New +$176K 0.02% 218
2023
Q3 		– Sell
-1,050
Closed -$204K – 233
2023
Q2 		$204K Sell
1,050
-100
-9% -$19.6K 0.02% 223
2023
Q1 		$235K Buy
1,150
+90
+8% +$18.9K 0.02% 213
2022
Q4 		$225K Hold
1,060
– – 0.02% 214
2022
Q3 		$228K Hold
1,060
– – 0.02% 208
2022
Q2 		$271K Sell
1,060
-92
-8% -$23.1K 0.02% 202
2022
Q1 		$289K Buy
1,152
+92
+9% +$22.4K 0.02% 221
2021
Q4 		$310K Hold
1,060
– – 0.02% 214
2021
Q3 		$281K Hold
1,060
– – 0.02% 210
2021
Q2 		$286K Sell
1,060
-30
-3% -$7.65K 0.02% 206
2021
Q1 		$261K Sell
1,090
-30
-3% -$6.68K 0.02% 207
2020
Q4 		$251K Sell
1,120
-163
-13% -$37.9K 0.02% 213
2020
Q3 		$310K Buy
1,283
+38
+3% +$9.63K 0.03% 192
2020
Q2 		$322K Sell
1,245
-35
-3% -$8.66K 0.04% 177
2020
Q1 		$279K Sell
1,280
-100
-7% -$23.3K 0.04% 181
2019
Q4 		$317K Sell
1,380
-75
-5% -$16.3K 0.03% 201
2019
Q3 		$322K Sell
1,455
-65
-4% -$14.2K 0.04% 199
2019
Q2 		$311K Sell
1,520
-100
-6% -$20.1K 0.04% 204
2019
Q1 		$319K Sell
1,620
-75
-4% -$13.2K 0.04% 193
2018
Q4 		$268K Hold
1,695
– – 0.03% 204
2018
Q3 		$246K Sell
1,695
-1,790
-51% -$263K 0.03% 209
2018
Q2 		$503K Sell
3,485
-2,080
-37% -$289K 0.06% 170
2018
Q1 		$809K Buy
+5,565
New +$784K 0.09% 148

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
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

Legacy Private Trust's AMT Position: Q4 2024 in Review

Legacy Private Trust sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,057 shares — an estimated $246K sold.

Legacy Private Trust first reported a position in AMT in Q1 2018 and held it in 26 quarters. The position peaked at $809K in Q1 2018. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Legacy Private Trust reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 1,057 American Tower shares in Q4 2024, an estimated $246K.
  • Legacy Private Trust first reported a position in American Tower in Q1 2018 and held it in 26 quarters.
  • Legacy Private Trust's American Tower position peaked at $809K in Q1 2018.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.