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Quadrant Private Wealth Management’s American Tower AMT Stock Holding History

Quadrant Private Wealth Management’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
2023
Q4 		– Sell
-1,846
Closed -$304K – 235
2023
Q3 		$304K Buy
1,846
+517
+39% +$94.4K 0.1% 160
2023
Q2 		$260K Buy
+1,329
New +$260K 0.08% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quadrant Private Wealth Management's AMT Position: Q4 2023 in Review

Quadrant Private Wealth Management sold out of American Tower (AMT) in Q4 2023, closing a stake of 1,846 shares — an estimated $304K sold.

Quadrant Private Wealth Management first reported a position in AMT in Q2 2023 and held it in 2 quarters. The position peaked at $304K in Q3 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 1,846 American Tower shares in Q4 2023, an estimated $304K.
  • Quadrant Private Wealth Management first reported a position in American Tower in Q2 2023 and held it in 2 quarters.
  • Quadrant Private Wealth Management's American Tower position peaked at $304K in Q3 2023.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.