SS
AMT icon

Simplicity Solutions’s American Tower AMT Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.84M Buy
8,533
+1,632
+24% +$308K 0.05% 311
2023
Q3 		$1.13M Sell
6,901
-497
-7% -$90.8K 0.04% 387
2023
Q2 		$1.43M Sell
7,398
-2,272
-23% -$444K 0.04% 377
2023
Q1 		$1.98M Buy
9,670
+5,693
+143% +$1.19M 0.05% 315
2022
Q4 		$843K Sell
3,977
-205
-5% -$42.7K 0.11% 231
2022
Q3 		$898K Buy
4,182
+855
+26% +$220K 0.13% 192
2022
Q2 		$850K Buy
3,327
+682
+26% +$171K 0.11% 208
2022
Q1 		$665K Sell
2,645
-3,931
-60% -$959K 0.08% 253
2021
Q4 		$1.92M Buy
6,576
+3,694
+128% +$1.01M 0.21% 112
2021
Q3 		$765K Buy
2,882
+299
+12% +$85.2K 0.12% 186
2021
Q2 		$698K Sell
2,583
-921
-26% -$235K 0.14% 161
2021
Q1 		$838K Sell
3,504
-2,461
-41% -$548K 0.18% 120
2020
Q4 		$1.34M Sell
5,965
-1,544
-21% -$359K 0.02% 473
2020
Q3 		$1.81M Buy
7,509
+2,924
+64% +$741K 0.03% 350
2020
Q2 		$1.19M Buy
4,585
+283
+7% +$70K 0.02% 425
2020
Q1 		$937K Sell
4,302
-512
-11% -$119K 0.03% 357
2019
Q4 		$1.11M Buy
4,814
+1,149
+31% +$250K 0.03% 368
2019
Q3 		$811K Sell
3,665
-122
-3% -$26.6K 0.03% 341
2019
Q2 		$774K Sell
3,787
-1,079
-22% -$217K 0.03% 302
2019
Q1 		$959K Buy
4,866
+616
+14% +$108K 0.06% 262
2018
Q4 		$672K Buy
4,250
+1,388
+48% +$217K 0.09% 246
2018
Q3 		$416K Buy
+2,862
New +$420K 0.02% 301
2016
Q1 		– Sell
-10,190
Closed -$988K – 215
2015
Q4 		$988K Buy
+10,190
New +$993K 0.12% 252

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's AMT Position: Q4 2023 in Review

Simplicity Solutions increased its American Tower (AMT) stake by 24% in Q4 2023, buying an estimated $308K and bringing the position to 8,533 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #311.

Simplicity Solutions first reported a position in AMT in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.98M in Q1 2023. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Simplicity Solutions held 8,533 shares of American Tower worth $1.84M as of Q4 2023.
  • Simplicity Solutions bought 1,632 American Tower shares in Q4 2023, an estimated $308K.
  • American Tower made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #311 holding.
  • Simplicity Solutions first reported a position in American Tower in Q4 2015 and has held it in 23 quarters since.
  • Simplicity Solutions's American Tower position peaked at $1.98M in Q1 2023.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.