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Spartan Planning & Wealth Management’s American Tower AMT Stock Holding History

Spartan Planning & 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
2023
Q4 		$176K Buy
817
+816
+81,600% +$154K 0.19% 63
2023
Q3 		$164 Buy
+1
New +$183 ﹤0.01% 156
2022
Q4 		$212 Sell
1
-1
-50% -$208 ﹤0.01% 149
2022
Q3 		$0 Sell
2
-591
-100% -$152K ﹤0.01% 73
2022
Q2 		$152K Buy
+593
New +$149K 0.2% 38

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spartan Planning & Wealth Management's AMT Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its American Tower (AMT) stake by 81,600% in Q4 2023, buying an estimated $154K and bringing the position to 817 shares worth $176K. The position accounts for 0.19% of the portfolio, ranked #63.

Spartan Planning & Wealth Management first reported a position in AMT in Q2 2022 and has held it in 5 quarters since. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Spartan Planning & Wealth Management held 817 shares of American Tower worth $176K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 816 American Tower shares in Q4 2023, an estimated $154K.
  • American Tower made up 0.19% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #63 holding.
  • Spartan Planning & Wealth Management first reported a position in American Tower in Q2 2022 and has held it in 5 quarters since.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.