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RE Dickinson Investment Advisors’s American Tower AMT Stock Holding History

RE Dickinson Investment 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
Q4 		$2.37M Hold
1,294
– – 0.13% 45
2024
Q3 		$301K Hold
1,294
– – 0.17% 39
2024
Q2 		$252K Sell
1,294
-73
-5% -$13.6K 0.15% 44
2024
Q1 		$270K Sell
1,367
-4
-0.3% -$797 0.17% 40
2023
Q4 		$296K Hold
1,371
– – 0.2% 33
2023
Q3 		$225K Buy
1,371
+23
+2% +$4.2K 0.16% 40
2023
Q2 		$261K Sell
1,348
-50
-4% -$9.78K 0.1% 74
2023
Q1 		$286K Buy
1,398
+10
+0.7% +$2.1K 0.1% 78
2022
Q4 		$294K Hold
1,388
– – 0.12% 64
2022
Q3 		$260K Sell
1,388
-15
-1% -$3.85K 0.21% 33
2022
Q2 		$359 Sell
1,403
-49
-3% -$12.3K 0.05% 32
2022
Q1 		$365K Hold
1,452
– – 0.25% 33
2021
Q4 		$425K Buy
+1,452
New +$397K 0.32% 29

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return