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Prio Wealth Limited Partnership’s American Tower AMT Stock Holding History

Prio Wealth Limited Partnership’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 		$394K Buy
1,693
+430
+34% +$95.3K 0.01% 210
2024
Q2 		$246K Sell
1,263
-296
-19% -$55.3K 0.01% 233
2024
Q1 		$308K Buy
1,559
+68
+5% +$13.5K 0.01% 228
2023
Q4 		$322K Sell
1,491
-42
-3% -$7.94K 0.01% 212
2023
Q3 		$252K Buy
1,533
+7
+0.5% +$1.28K 0.01% 226
2023
Q2 		$296K Sell
1,526
-615
-29% -$120K 0.01% 217
2023
Q1 		$437K Hold
2,141
– – 0.02% 190
2022
Q4 		$454K Sell
2,141
-151
-7% -$31.4K 0.02% 187
2022
Q3 		$492K Sell
2,292
-10
-0.4% -$2.57K 0.02% 180
2022
Q2 		$588K Hold
2,302
– – 0.02% 170
2022
Q1 		$578K Sell
2,302
-3
-0.1% -$732 0.02% 181
2021
Q4 		$674K Buy
2,305
+3
+0.1% +$820 0.02% 173
2021
Q3 		$611K Buy
2,302
+144
+7% +$41K 0.02% 174
2021
Q2 		$583K Sell
2,158
-52
-2% -$13.3K 0.02% 178
2021
Q1 		$528K Sell
2,210
-8
-0.4% -$1.78K 0.02% 179
2020
Q4 		$498K Sell
2,218
-780
-26% -$181K 0.02% 185
2020
Q3 		$725K Buy
2,998
+149
+5% +$37.8K 0.03% 151
2020
Q2 		$737K Buy
2,849
+200
+8% +$49.5K 0.03% 148
2020
Q1 		$577K Hold
2,649
– – 0.03% 148
2019
Q4 		$609K Hold
2,649
– – 0.03% 163
2019
Q3 		$586K Buy
2,649
+264
+11% +$57.6K 0.03% 165
2019
Q2 		$487K Buy
2,385
+12
+0.5% +$2.41K 0.02% 175
2019
Q1 		$467K Hold
2,373
– – 0.02% 175
2018
Q4 		$375K Sell
2,373
-21
-0.9% -$3.28K 0.02% 175
2018
Q3 		$347K Buy
2,394
+6
+0.3% +$880 0.02% 192
2018
Q2 		$344K Buy
2,388
+203
+9% +$28.2K 0.02% 190
2018
Q1 		$317K Buy
+2,185
New +$308K 0.02% 195

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 $3.38T AUM 44.17% 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

Prio Wealth Limited Partnership's AMT Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its American Tower (AMT) stake by 34% in Q3 2024, buying an estimated $95.3K and bringing the position to 1,693 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #210.

Prio Wealth Limited Partnership first reported a position in AMT in Q1 2018 and has held it in 27 quarters since. The position peaked at $737K in Q2 2020. 1,848 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Prio Wealth Limited Partnership held 1,693 shares of American Tower worth $394K as of Q3 2024.
  • Prio Wealth Limited Partnership bought 430 American Tower shares in Q3 2024, an estimated $95.3K.
  • American Tower made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #210 holding.
  • Prio Wealth Limited Partnership first reported a position in American Tower in Q1 2018 and has held it in 27 quarters since.
  • Prio Wealth Limited Partnership's American Tower position peaked at $737K in Q2 2020.
  • 1,848 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.