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Peterson Wealth Management’s American Tower AMT Stock Holding History

Peterson Wealth 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
Q3 		– Sell
-4,173
Closed -$811K – 51
2024
Q2 		$811K Sell
4,173
-78
-2% -$14.6K 0.5% 39
2024
Q1 		$840K Buy
4,251
+2,222
+110% +$443K 0.61% 42
2023
Q4 		$438K Buy
2,029
+24
+1% +$4.54K 0.39% 45
2023
Q3 		$330K Buy
+2,005
New +$366K 0.27% 49
2021
Q1 		– Sell
-4,708
Closed -$1.06M – 46
2020
Q4 		$1.06M Sell
4,708
-1,506
-24% -$350K 0.86% 26
2020
Q3 		$1.5M Sell
6,214
-258
-4% -$65.4K 1.33% 23
2020
Q2 		$1.67M Buy
6,472
+444
+7% +$110K 1.66% 22
2020
Q1 		$1.31M Sell
6,028
-286
-5% -$66.6K 1.6% 23
2019
Q4 		$1.48M Buy
+6,314
New +$1.38M 1.34% 23

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peterson Wealth Management's AMT Position: Q3 2024 in Review

Peterson Wealth Management sold out of American Tower (AMT) in Q3 2024, closing a stake of 4,173 shares — an estimated $811K sold.

Peterson Wealth Management first reported a position in AMT in Q4 2019 and held it in 9 quarters. The position peaked at $1.67M in Q2 2020. 1,847 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Peterson Wealth Management reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 4,173 American Tower shares in Q3 2024, an estimated $811K.
  • Peterson Wealth Management first reported a position in American Tower in Q4 2019 and held it in 9 quarters.
  • Peterson Wealth Management's American Tower position peaked at $1.67M in Q2 2020.
  • 1,847 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Peterson Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.