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Provenance Wealth Advisors’s American Tower AMT Stock Holding History

Provenance 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
2026
Q2 		$491 Buy
+3
New +$540 ﹤0.01% 577
2024
Q3 		– Sell
-100
Closed -$19.4K – 598
2024
Q2 		$19.4K Hold
100
– – ﹤0.01% 258
2024
Q1 		$19.8K Hold
100
– – ﹤0.01% 273
2023
Q4 		$21.6K Hold
100
– – ﹤0.01% 260
2023
Q3 		$16.4K Buy
+100
New +$18.3K ﹤0.01% 228

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Provenance Wealth Advisors's AMT Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in American Tower (AMT) in Q2 2026: 3 shares worth $491. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in AMT as recently as Q2 2024.

Provenance Wealth Advisors first reported a position in AMT in Q3 2023 and has held it in 5 quarters since. The position peaked at $21.6K in Q4 2023. 468 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Provenance Wealth Advisors held 3 shares of American Tower worth $491 as of Q2 2026.
  • American Tower was a new Provenance Wealth Advisors position in Q2 2026.
  • American Tower made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #577 holding.
  • Provenance Wealth Advisors first reported a position in American Tower in Q3 2023 and has held it in 5 quarters since.
  • Provenance Wealth Advisors's American Tower position peaked at $21.6K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.