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National Wealth Management Group’s American Tower AMT Stock Holding History

National Wealth Management 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
-2,199
Closed -$403K – 147
2024
Q4 		$403K Sell
2,199
-171
-7% -$35.4K 0.27% 89
2024
Q3 		$551K Buy
+2,370
New +$526K 0.37% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

National Wealth Management Group's AMT Position: Q1 2025 in Review

National Wealth Management Group sold out of American Tower (AMT) in Q1 2025, closing a stake of 2,199 shares — an estimated $403K sold.

National Wealth Management Group first reported a position in AMT in Q3 2024 and held it in 2 quarters. The position peaked at $551K in Q3 2024. 1,845 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • National Wealth Management Group reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,199 American Tower shares in Q1 2025, an estimated $403K.
  • National Wealth Management Group first reported a position in American Tower in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's American Tower position peaked at $551K in Q3 2024.
  • 1,845 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.