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Moseley Investment Management’s American Tower AMT Stock Holding History

Moseley Investment Management’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
-933
Closed -$201K – 149
2023
Q4 		$201K Buy
+933
New +$176K 0.11% 145
2023
Q2 		– Sell
-1,033
Closed -$211K – 147
2023
Q1 		$211K Buy
1,033
+1
+0.1% +$210 0.14% 135
2022
Q4 		$219K Buy
1,032
+1
+0.1% +$208 0.16% 131
2022
Q3 		$221K Hold
1,031
– – 0.16% 125
2022
Q2 		$263K Buy
1,031
+1
+0.1% +$251 0.18% 124
2022
Q1 		$259K Buy
1,030
+1
+0.1% +$244 0.14% 150
2021
Q4 		$301K Hold
1,029
– – 0.14% 143
2021
Q3 		$274K Hold
1,029
– – 0.14% 145
2021
Q2 		$278K Sell
1,029
-50
-5% -$12.7K 0.14% 147
2021
Q1 		$258K Buy
1,079
+7
+0.7% +$1.56K 0.14% 146
2020
Q4 		$241K Buy
1,072
+102
+11% +$23.7K 0.14% 135
2020
Q3 		$234K Buy
+970
New +$246K 0.17% 122

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Moseley Investment Management's AMT Position: Q1 2024 in Review

Moseley Investment Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 933 shares — an estimated $201K sold.

Moseley Investment Management first reported a position in AMT in Q3 2020 and held it in 12 quarters. The position peaked at $301K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Moseley Investment Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Moseley Investment Management sold 933 American Tower shares in Q1 2024, an estimated $201K.
  • Moseley Investment Management first reported a position in American Tower in Q3 2020 and held it in 12 quarters.
  • Moseley Investment Management's American Tower position peaked at $301K in Q4 2021.
  • 1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Moseley Investment Management's 13F filing for Q1 2024, filed 4 Apr 2024.