Paragon Advisors’s American Tower AMT Stock Holding History

Paragon 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
2023 Q4	–	Sell	-6,314	Closed	-$1.04M	–	100
2023 Q3	$1.04M	Buy	+6,314	New	+$1.15M	0.43%	56
2020 Q4	–	Sell	-3,197	Closed	-$773K	–	86
2020 Q3	$773K	Buy	3,197 +173	+6%	+$43.9K	0.51%	63
2020 Q2	$782K	Buy	+3,024	New	+$748K	0.63%	39
2020 Q1	–	Sell	-3,774	Closed	-$871K	–	69
2019 Q4	$871K	Buy	+3,774	New	+$822K	0.94%	26

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Paragon Advisors's AMT Position: Q4 2023 in Review

Paragon Advisors sold out of American Tower (AMT) in Q4 2023, closing a stake of 6,314 shares — an estimated $1.04M sold.

Paragon Advisors first reported a position in AMT in Q4 2019 and held it in 4 quarters. The position peaked at $1.04M in Q3 2023. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

Paragon Advisors reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
Paragon Advisors sold 6,314 American Tower shares in Q4 2023, an estimated $1.04M.
Paragon Advisors first reported a position in American Tower in Q4 2019 and held it in 4 quarters.
Paragon Advisors's American Tower position peaked at $1.04M in Q3 2023.
1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Paragon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.