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Rockbridge Investment Management’s American Tower AMT Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-50
Closed -$10.8K – 146
2023
Q4 		$10.8K Buy
+50
New +$9.45K ﹤0.01% 391
2022
Q3 		– Sell
-50
Closed -$12.8K – 125
2022
Q2 		$12.8K Sell
50
-100
-67% -$25.1K ﹤0.01% 343
2022
Q1 		$38.5K Sell
150
-339
-69% -$82.7K 0.01% 334
2021
Q4 		$143K Hold
489
– – 0.02% 207
2021
Q3 		$130K Buy
489
+16
+3% +$4.56K 0.02% 198
2021
Q2 		$128K Hold
473
– – 0.02% 201
2021
Q1 		$113K Buy
473
+16
+4% +$3.56K 0.02% 195
2020
Q4 		$103K Hold
457
– – 0.02% 200
2020
Q3 		$110K Buy
457
+341
+294% +$86.5K 0.03% 180
2020
Q2 		$30K Buy
+116
New +$28.7K 0.01% 286

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rockbridge Investment Management's AMT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 50 shares — an estimated $10.8K sold.

Rockbridge Investment Management first reported a position in AMT in Q2 2020 and held it in 10 quarters. The position peaked at $143K in Q4 2021. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 American Tower shares in Q1 2024, an estimated $10.8K.
  • Rockbridge Investment Management first reported a position in American Tower in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's American Tower position peaked at $143K in Q4 2021.
  • 1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.