Obermeyer Wealth Partners’s American Tower AMT Stock Holding History

Obermeyer Wealth Partners’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 Q3	–	Sell	-1,149	Closed	-$223K	–	262
2024 Q2	$223K	Sell	1,149 -53	-4%	-$9.91K	0.01%	224
2024 Q1	$238K	Buy	1,202 +53	+5%	+$10.6K	0.01%	221
2023 Q4	$248K	Buy	+1,149	New	+$217K	0.02%	189
2023 Q3	–	Sell	-1,149	Closed	-$223K	–	215
2023 Q2	$223K	Hold	1,149	–	–	0.02%	197
2023 Q1	$235K	Sell	1,149 -85	-7%	-$17.8K	0.02%	190
2022 Q4	$261K	Hold	1,234	–	–	0.02%	181
2022 Q3	$265K	Hold	1,234	–	–	0.02%	163
2022 Q2	$315K	Hold	1,234	–	–	0.02%	140
2022 Q1	$310K	Hold	1,234	–	–	0.02%	169
2021 Q4	$361K	Sell	1,234 -33	-3%	-$9.02K	0.02%	150
2021 Q3	$336K	Buy	1,267 +211	+20%	+$60.1K	0.02%	155
2021 Q2	$285K	Buy	1,056 +6	+0.6%	+$1.53K	0.02%	175
2021 Q1	$251K	Hold	1,050	–	–	0.02%	176
2020 Q4	$236K	Sell	1,050 -146	-12%	-$33.9K	0.02%	136
2020 Q3	$289K	Sell	1,196 -107	-8%	-$27.1K	0.02%	116
2020 Q2	$337K	Buy	1,303 +28	+2%	+$6.93K	0.03%	100
2020 Q1	$278K	Buy	+1,275	New	+$297K	0.03%	95

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Obermeyer Wealth Partners's AMT Position: Q3 2024 in Review

Obermeyer Wealth Partners sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,149 shares — an estimated $223K sold.

Obermeyer Wealth Partners first reported a position in AMT in Q1 2020 and held it in 17 quarters. The position peaked at $361K in Q4 2021. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

Obermeyer Wealth Partners reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,149 American Tower shares in Q3 2024, an estimated $223K.
Obermeyer Wealth Partners first reported a position in American Tower in Q1 2020 and held it in 17 quarters.
Obermeyer Wealth Partners's American Tower position peaked at $361K in Q4 2021.
1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2024, filed 5 Nov 2024.