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Pacific Capital Wealth Advisors’s American Tower AMT Stock Holding History

Pacific Capital Wealth Advisors’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
Closed -$194 – 496
2024
Q2 		$194 Buy
+1
New +$187 ﹤0.01% 494

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacific Capital Wealth Advisors's AMT Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of American Tower (AMT) in Q3 2024, closing a stake of 1 share — an estimated $194 sold.

Pacific Capital Wealth Advisors first reported a position in AMT in Q2 2024 and held it in 1 quarter. The position peaked at $194 in Q2 2024. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 American Tower share in Q3 2024, an estimated $194.
  • Pacific Capital Wealth Advisors first reported a position in American Tower in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's American Tower position peaked at $194 in Q2 2024.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.