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Milestone Investment Advisors’s American Tower AMT Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-1,189
Closed -$196K – 142
2023
Q3 		$196K Buy
+1,189
New +$217K 0.06% 106
2023
Q2 		– Sell
-1,189
Closed -$243K – 138
2023
Q1 		$243K Buy
+1,189
New +$249K 0.08% 93

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's AMT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of American Tower (AMT) in Q4 2023, closing a stake of 1,189 shares — an estimated $196K sold.

Milestone Investment Advisors first reported a position in AMT in Q1 2023 and held it in 2 quarters. The position peaked at $243K in Q1 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,189 American Tower shares in Q4 2023, an estimated $196K.
  • Milestone Investment Advisors first reported a position in American Tower in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's American Tower position peaked at $243K in Q1 2023.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.