Leo Wealth LLC’s American Tower AMT Stock Holding History

Leo Wealth LLC’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 Q2	–	Sell	-2,294	Closed	-$453K	–	333
2024 Q1	$453K	Buy	2,294 +20	+0.9%	+$3.98K	0.05%	226
2023 Q4	$490K	Buy	+2,274	New	+$430K	0.05%	205

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Leo Wealth LLC's AMT Position: Q2 2024 in Review

Leo Wealth LLC sold out of American Tower (AMT) in Q2 2024, closing a stake of 2,294 shares — an estimated $453K sold.

Leo Wealth LLC first reported a position in AMT in Q4 2023 and held it in 2 quarters. The position peaked at $490K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

Leo Wealth LLC reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
Leo Wealth LLC sold 2,294 American Tower shares in Q2 2024, an estimated $453K.
Leo Wealth LLC first reported a position in American Tower in Q4 2023 and held it in 2 quarters.
Leo Wealth LLC's American Tower position peaked at $490K in Q4 2023.
1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.