Marino Stram & Associates’s American Tower AMT Stock Holding History

Marino Stram & Associates’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 Q1	–	Sell	-2,999	Closed	-$647K	–	172
2023 Q4	$647K	Buy	2,999 +1	+0%	+$189	0.17%	92
2023 Q3	$493K	Buy	2,998 +117	+4%	+$21.4K	0.14%	99
2023 Q2	$559K	Sell	2,881 -46	-2%	-$8.99K	0.16%	94
2023 Q1	$598K	Buy	2,927 +60	+2%	+$12.6K	0.18%	84
2022 Q4	$607K	Buy	+2,867	New	+$597K	0.19%	83
2022 Q1	–	Sell	-690	Closed	-$202K	–	143
2021 Q4	$202K	Buy	+690	New	+$189K	0.06%	146
2021 Q3	–	Sell	-7,462	Closed	-$2.02M	–	150
2021 Q2	$2.02M	Buy	+7,462	New	+$1.9M	0.53%	53
2019 Q2	–	Sell	-80	Closed	-$16K	–	105
2019 Q1	$16K	Hold	80	–	–	0.01%	259
2018 Q4	$13K	Hold	80	–	–	0.01%	250
2018 Q3	$12K	Hold	80	–	–	0.01%	284
2018 Q2	$12K	Sell	80 -26	-25%	-$3.61K	0.01%	281
2018 Q1	$15K	Buy	106 +1	+1%	+$141	0.01%	277
2017 Q4	$15K	Buy	+105	New	+$15K	0.01%	279

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Marino Stram & Associates's AMT Position: Q1 2024 in Review

Marino Stram & Associates sold out of American Tower (AMT) in Q1 2024, closing a stake of 2,999 shares — an estimated $647K sold.

Marino Stram & Associates first reported a position in AMT in Q4 2017 and held it in 13 quarters. The position peaked at $2.02M in Q2 2021. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Marino Stram & Associates reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Marino Stram & Associates sold 2,999 American Tower shares in Q1 2024, an estimated $647K.
Marino Stram & Associates first reported a position in American Tower in Q4 2017 and held it in 13 quarters.
Marino Stram & Associates's American Tower position peaked at $2.02M in Q2 2021.
1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Marino Stram & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.