Oliver Lagore Vanvalin Investment Group’s American Tower AMT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-34	Closed	-$7.34K	–	735
2023 Q4	$7.34K	Buy	34 +10	+42%	+$1.89K	﹤0.01%	467
2023 Q3	$3.95K	Hold	24	–	–	﹤0.01%	592
2023 Q2	$4.66K	Hold	24	–	–	﹤0.01%	577
2023 Q1	$4.9K	Sell	24 -5	-17%	-$1.05K	﹤0.01%	486
2022 Q4	$6.14K	Sell	29 -6	-17%	-$1.25K	﹤0.01%	436
2022 Q3	$8K	Hold	35	–	–	0.01%	363
2022 Q2	$9K	Buy	35 +6	+21%	+$1.51K	0.01%	343
2022 Q1	$7K	Buy	+29	New	+$7.08K	﹤0.01%	367

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 $3.38T AUM 44.17% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

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

Oliver Lagore Vanvalin Investment Group's AMT Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 34 shares — an estimated $7.34K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AMT in Q1 2022 and held it in 8 quarters. The position peaked at $9K in Q2 2022. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 34 American Tower shares in Q1 2024, an estimated $7.34K.
Oliver Lagore Vanvalin Investment Group first reported a position in American Tower in Q1 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's American Tower position peaked at $9K in Q2 2022.
1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.