Private Advisory Group’s American Tower AMT Stock Holding History

Private Advisory Group’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	-4,195	Closed	-$906K	–	180
2023 Q4	$906K	Sell	4,195 -1,597	-28%	-$302K	0.16%	103
2023 Q3	$952K	Sell	5,792 -1,052	-15%	-$192K	0.19%	97
2023 Q2	$1.33M	Buy	6,844 +4,327	+172%	+$846K	0.26%	89
2023 Q1	$514K	Sell	2,517 -8,167	-76%	-$1.71M	0.11%	122
2022 Q4	$2.26M	Buy	10,684 +260	+2%	+$54.1K	0.5%	53
2022 Q3	$2.24M	Sell	10,424 -6,672	-39%	-$1.71M	0.51%	54
2022 Q2	$4.37M	Sell	17,096 -1,474	-8%	-$370K	0.99%	37
2022 Q1	$4.67M	Buy	+18,570	New	+$4.53M	0.91%	33

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

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

Private Advisory Group's AMT Position: Q1 2024 in Review

Private Advisory Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 4,195 shares — an estimated $906K sold.

Private Advisory Group first reported a position in AMT in Q1 2022 and held it in 8 quarters. The position peaked at $4.67M in Q1 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Private Advisory Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Private Advisory Group sold 4,195 American Tower shares in Q1 2024, an estimated $906K.
Private Advisory Group first reported a position in American Tower in Q1 2022 and held it in 8 quarters.
Private Advisory Group's American Tower position peaked at $4.67M in Q1 2022.
1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.