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Occidental Asset Management’s American Tower AMT Stock Holding History

Occidental Asset 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
Q4 		– Sell
-13,977
Closed -$3.25M – 221
2024
Q3 		$3.25M Buy
13,977
+784
+6% +$174K 0.52% 55
2024
Q2 		$2.56M Buy
13,193
+1,265
+11% +$236K 0.45% 66
2024
Q1 		$2.36M Buy
+11,928
New +$2.38M 0.44% 68

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Occidental Asset Management's AMT Position: Q4 2024 in Review

Occidental Asset Management sold out of American Tower (AMT) in Q4 2024, closing a stake of 13,977 shares — an estimated $3.25M sold.

Occidental Asset Management first reported a position in AMT in Q1 2024 and held it in 3 quarters. The position peaked at $3.25M in Q3 2024. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Occidental Asset Management reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Occidental Asset Management sold 13,977 American Tower shares in Q4 2024, an estimated $3.25M.
  • Occidental Asset Management first reported a position in American Tower in Q1 2024 and held it in 3 quarters.
  • Occidental Asset Management's American Tower position peaked at $3.25M in Q3 2024.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Occidental Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.