QPW
AMT icon

Quantum Private Wealth’s American Tower AMT Stock Holding History

Quantum Private Wealth’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
-1,225
Closed -$264K – 180
2023
Q4 		$264K Sell
1,225
-7
-0.6% -$1.32K 0.11% 151
2023
Q3 		$203K Hold
1,232
– – 0.1% 165
2023
Q2 		$239K Sell
1,232
-451
-27% -$88.2K 0.11% 158
2023
Q1 		$344K Sell
1,683
-87
-5% -$18.3K 0.19% 121
2022
Q4 		$375K Sell
1,770
-219
-11% -$45.6K 0.24% 106
2022
Q3 		$427K Sell
1,989
-206
-9% -$52.9K 0.27% 95
2022
Q2 		$561K Sell
2,195
-216
-9% -$54.2K 0.33% 70
2022
Q1 		$605K Hold
2,411
– – 0.26% 77
2021
Q4 		$705K Buy
+2,411
New +$659K 0.27% 77

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 $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Quantum Private Wealth's AMT Position: Q1 2024 in Review

Quantum Private Wealth sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,225 shares — an estimated $264K sold.

Quantum Private Wealth first reported a position in AMT in Q4 2021 and held it in 9 quarters. The position peaked at $705K in Q4 2021. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Quantum Private Wealth reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Quantum Private Wealth sold 1,225 American Tower shares in Q1 2024, an estimated $264K.
  • Quantum Private Wealth first reported a position in American Tower in Q4 2021 and held it in 9 quarters.
  • Quantum Private Wealth's American Tower position peaked at $705K in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Quantum Private Wealth's 13F filing for Q1 2024, filed 7 May 2024.