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Menard Financial Group’s American Tower AMT Stock Holding History

Menard Financial Group’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
2025
Q1 		– Sell
-104
Closed -$19.1K – 109
2024
Q4 		$19.1K Buy
+104
New +$21.6K 0.01% 211
2021
Q4 		– Sell
-1,748
Closed -$464K – 147
2021
Q3 		$464K Sell
1,748
-22
-1% -$6.27K 0.41% 71
2021
Q2 		$478K Buy
1,770
+307
+21% +$78.2K 0.45% 61
2021
Q1 		$350K Buy
1,463
+35
+2% +$7.79K 0.38% 73
2020
Q4 		$321K Buy
+1,428
New +$332K 0.35% 91

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Menard Financial Group's AMT Position: Q1 2025 in Review

Menard Financial Group sold out of American Tower (AMT) in Q1 2025, closing a stake of 104 shares — an estimated $19.1K sold.

Menard Financial Group first reported a position in AMT in Q4 2020 and held it in 5 quarters. The position peaked at $478K in Q2 2021. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Menard Financial Group reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 104 American Tower shares in Q1 2025, an estimated $19.1K.
  • Menard Financial Group first reported a position in American Tower in Q4 2020 and held it in 5 quarters.
  • Menard Financial Group's American Tower position peaked at $478K in Q2 2021.
  • 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.