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Redwood Wealth Management Group’s American Tower AMT Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-858
Closed -$167K – 206
2024
Q2 		$167K Buy
+858
New +$160K 0.13% 129
2024
Q1 		– Sell
-992
Closed -$214K – 112
2023
Q4 		$214K Buy
+992
New +$187K 0.24% 111

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Redwood Wealth Management Group's AMT Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of American Tower (AMT) in Q3 2024, closing a stake of 858 shares — an estimated $167K sold.

Redwood Wealth Management Group first reported a position in AMT in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 858 American Tower shares in Q3 2024, an estimated $167K.
  • Redwood Wealth Management Group first reported a position in American Tower in Q4 2023 and held it in 2 quarters.
  • Redwood Wealth Management Group's American Tower position peaked at $214K in Q4 2023.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.