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Platte River Wealth Advisors’s American Tower AMT Stock Holding History

Platte River 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 		$307K Hold
1,318
– – 0.08% 81
2024
Q2 		$256K Hold
1,318
– – 0.07% 85
2024
Q1 		$260K Sell
1,318
-579
-31% -$115K 0.07% 85
2023
Q4 		$410K Sell
1,897
-107
-5% -$20.2K 0.14% 68
2023
Q3 		$330K Sell
2,004
-95
-5% -$17.4K 0.12% 76
2023
Q2 		$407K Sell
2,099
-144
-6% -$28.2K 0.14% 70
2023
Q1 		$458K Hold
2,243
– – 0.18% 62
2022
Q4 		$475K Buy
2,243
+74
+3% +$15.4K 0.2% 60
2022
Q3 		$466K Hold
2,169
– – 0.21% 62
2022
Q2 		$554K Hold
2,169
– – 0.24% 56
2022
Q1 		$545K Hold
2,169
– – 0.2% 60
2021
Q4 		$565K Hold
2,169
– – 0.19% 63
2021
Q3 		$576K Buy
2,169
+40
+2% +$11.4K 0.21% 62
2021
Q2 		$575K Hold
2,129
– – 0.22% 64
2021
Q1 		$513K Sell
2,129
-2,713
-56% -$604K 0.21% 64
2020
Q4 		$1.08M Buy
4,842
+931
+24% +$216K 0.46% 42
2020
Q3 		$945K Buy
3,911
+1,858
+91% +$471K 0.49% 46
2020
Q2 		$546K Buy
+2,053
New +$508K 0.3% 66
2019
Q4 		$602K Buy
+2,597
New +$566K 0.32% 91

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

Platte River Wealth Advisors's AMT Position: Q3 2024 in Review

Platte River Wealth Advisors held its American Tower (AMT) position steady in Q3 2024 at 1,318 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #81.

Platte River Wealth Advisors first reported a position in AMT in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2020. 1,844 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Platte River Wealth Advisors held 1,318 shares of American Tower worth $307K as of Q3 2024.
  • Platte River Wealth Advisors left its American Tower share count unchanged in Q3 2024.
  • American Tower made up 0.08% of Platte River Wealth Advisors's portfolio in Q3 2024, its #81 holding.
  • Platte River Wealth Advisors first reported a position in American Tower in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's American Tower position peaked at $1.08M in Q4 2020.
  • 1,844 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.