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RKL Wealth Management’s American Tower AMT Stock Holding History

RKL Wealth Management’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
2025
Q1 		– Sell
-6,447
Closed -$1.18M – 171
2024
Q4 		$1.18M Buy
6,447
+399
+7% +$82.7K 0.11% 90
2024
Q3 		$1.41M Sell
6,048
-2,849
-32% -$632K 0.13% 73
2024
Q2 		$1.73M Buy
8,897
+1,234
+16% +$231K 0.17% 63
2024
Q1 		$1.51M Buy
7,663
+668
+10% +$133K 0.15% 66
2023
Q4 		$1.51M Buy
6,995
+438
+7% +$82.8K 0.16% 66
2023
Q3 		$1.08M Buy
6,557
+147
+2% +$26.9K 0.13% 72
2023
Q2 		$1.24M Buy
6,410
+12
+0.2% +$2.35K 0.15% 67
2023
Q1 		$1.31M Buy
6,398
+9
+0.1% +$1.89K 0.17% 65
2022
Q4 		$1.35M Sell
6,389
-95
-1% -$19.8K 0.18% 68
2022
Q3 		$1.39M Buy
6,484
+54
+0.8% +$13.9K 0.2% 65
2022
Q2 		$1.64M Buy
6,430
+270
+4% +$67.7K 0.23% 59
2022
Q1 		$1.55M Buy
6,160
+173
+3% +$42.2K 0.19% 65
2021
Q4 		$1.75M Buy
5,987
+129
+2% +$35.2K 0.21% 62
2021
Q3 		$1.55M Buy
5,858
+89
+2% +$25.4K 0.2% 61
2021
Q2 		$1.56M Buy
5,769
+92
+2% +$23.4K 0.2% 62
2021
Q1 		$1.36M Buy
5,677
+21
+0.4% +$4.68K 0.18% 67
2020
Q4 		$1.27M Buy
5,656
+108
+2% +$25.1K 0.18% 66
2020
Q3 		$1.34M Buy
5,548
+35
+0.6% +$8.87K 0.21% 62
2020
Q2 		$1.43M Buy
+5,513
New +$1.36M 0.24% 58

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RKL Wealth Management's AMT Position: Q1 2025 in Review

RKL Wealth Management sold out of American Tower (AMT) in Q1 2025, closing a stake of 6,447 shares — an estimated $1.18M sold.

RKL Wealth Management first reported a position in AMT in Q2 2020 and held it in 19 quarters. The position peaked at $1.75M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • RKL Wealth Management reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • RKL Wealth Management sold 6,447 American Tower shares in Q1 2025, an estimated $1.18M.
  • RKL Wealth Management first reported a position in American Tower in Q2 2020 and held it in 19 quarters.
  • RKL Wealth Management's American Tower position peaked at $1.75M in Q4 2021.
  • 1,839 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on RKL Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.