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PFW Advisors’s American Tower AMT Stock Holding History

PFW 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
Q1 		– Sell
-10,412
Closed -$2.25M – 125
2023
Q4 		$2.25M Sell
10,412
-847
-8% -$160K 0.72% 30
2023
Q3 		$1.85M Sell
11,259
-241
-2% -$44K 0.65% 38
2023
Q2 		$2.15M Buy
+11,500
New +$2.25M 0.72% 33

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PFW Advisors's AMT Position: Q1 2024 in Review

PFW Advisors sold out of American Tower (AMT) in Q1 2024, closing a stake of 10,412 shares — an estimated $2.25M sold.

PFW Advisors first reported a position in AMT in Q2 2023 and held it in 3 quarters. The position peaked at $2.25M in Q4 2023. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • PFW Advisors reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • PFW Advisors sold 10,412 American Tower shares in Q1 2024, an estimated $2.25M.
  • PFW Advisors first reported a position in American Tower in Q2 2023 and held it in 3 quarters.
  • PFW Advisors's American Tower position peaked at $2.25M in Q4 2023.
  • 1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on PFW Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.