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REDW Wealth’s American Tower AMT Stock Holding History

REDW 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
Q4 		– Sell
-1,435
Closed -$334K – 107
2024
Q3 		$334K Buy
1,435
+1
+0.1% +$222 0.09% 120
2024
Q2 		$279K Sell
1,434
-122
-8% -$22.8K 0.07% 128
2024
Q1 		$307K Sell
1,556
-4
-0.3% -$797 0.08% 117
2023
Q4 		$337K Buy
1,560
+1
+0.1% +$189 0.1% 105
2023
Q3 		$256K Sell
1,559
-10
-0.6% -$1.83K 0.08% 116
2023
Q2 		$304K Sell
1,569
-369
-19% -$72.1K 0.09% 113
2023
Q1 		$396K Sell
1,938
-46
-2% -$9.65K 0.13% 91
2022
Q4 		$420K Sell
1,984
-175
-8% -$36.4K 0.15% 82
2022
Q3 		$464K Sell
2,159
-227
-10% -$58.3K 0.18% 72
2022
Q2 		$610K Hold
2,386
– – 0.22% 52
2022
Q1 		$599K Sell
2,386
-58
-2% -$14.2K 0.18% 57
2021
Q4 		$715K Buy
2,444
+60
+3% +$16.4K 0.21% 49
2021
Q3 		$633K Sell
2,384
-10
-0.4% -$2.85K 0.2% 52
2021
Q2 		$647K Hold
2,394
– – 0.2% 51
2021
Q1 		$572K Buy
2,394
+310
+15% +$69K 0.19% 54
2020
Q4 		$468K Buy
2,084
+100
+5% +$23.2K 0.17% 55
2020
Q3 		$480K Sell
1,984
-167
-8% -$42.3K 0.2% 47
2020
Q2 		$556K Buy
2,151
+304
+16% +$75.2K 0.28% 39
2020
Q1 		$402K Hold
1,847
– – 0.25% 43
2019
Q4 		$424K Hold
1,847
– – 0.24% 47
2019
Q3 		$408K Hold
1,847
– – 0.24% 48
2019
Q2 		$378K Buy
1,847
+500
+37% +$101K 0.23% 49
2019
Q1 		$265K Hold
1,347
– – 0.16% 64
2018
Q4 		$213K Buy
+1,347
New +$211K 0.15% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

REDW Wealth's AMT Position: Q4 2024 in Review

REDW Wealth sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,435 shares — an estimated $334K sold.

REDW Wealth first reported a position in AMT in Q4 2018 and held it in 24 quarters. The position peaked at $715K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • REDW Wealth reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 1,435 American Tower shares in Q4 2024, an estimated $334K.
  • REDW Wealth first reported a position in American Tower in Q4 2018 and held it in 24 quarters.
  • REDW Wealth's American Tower position peaked at $715K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.