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Ranch Capital Advisors’s American Tower AMT Stock Holding History

Ranch Capital 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
2024
Q1 		– Sell
-1,269
Closed -$275K – 155
2023
Q4 		$275K Buy
+1,269
New +$240K 0.17% 121
2023
Q3 		– Sell
-1,210
Closed -$236K – 143
2023
Q2 		$236K Sell
1,210
-84
-6% -$16.4K 0.17% 128
2023
Q1 		$264K Buy
1,294
+31
+2% +$6.5K 0.19% 124
2022
Q4 		$267K Buy
1,263
+27
+2% +$5.62K 0.21% 123
2022
Q3 		$265K Buy
1,236
+16
+1% +$4.11K 0.22% 123
2022
Q2 		$312K Buy
1,220
+41
+3% +$10.3K 0.24% 110
2022
Q1 		$296K Buy
1,179
+40
+4% +$9.76K 0.2% 121
2021
Q4 		$333K Sell
1,139
-1
-0.1% -$273 0.22% 115
2021
Q3 		$303K Buy
1,140
+73
+7% +$20.8K 0.19% 126
2021
Q2 		$288K Buy
1,067
+38
+4% +$9.68K 0.17% 130
2021
Q1 		$246K Buy
1,029
+25
+2% +$5.57K 0.16% 139
2020
Q4 		$225K Buy
1,004
+65
+7% +$15.1K 0.16% 135
2020
Q3 		$233K Buy
939
+14
+2% +$3.55K 0.19% 123
2020
Q2 		$234K Sell
925
-116
-11% -$28.7K 0.18% 126
2020
Q1 		$226K Buy
1,041
+276
+36% +$64.2K 0.22% 111
2019
Q4 		$176K Buy
+765
New +$167K 0.14% 150

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

Ranch Capital Advisors's AMT Position: Q1 2024 in Review

Ranch Capital Advisors sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,269 shares — an estimated $275K sold.

Ranch Capital Advisors first reported a position in AMT in Q4 2019 and held it in 16 quarters. The position peaked at $333K in Q4 2021. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Ranch Capital Advisors reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 1,269 American Tower shares in Q1 2024, an estimated $275K.
  • Ranch Capital Advisors first reported a position in American Tower in Q4 2019 and held it in 16 quarters.
  • Ranch Capital Advisors's American Tower position peaked at $333K in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Ranch Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.