Strait & Sound Wealth Management’s American Tower AMT Stock Holding History

Strait & Sound 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
2024 Q4	–	Sell	-935	Closed	-$217K	–	147
2024 Q3	$217K	Buy	+935	New	+$207K	0.11%	133
2024 Q2	–	Sell	-1,324	Closed	-$236K	–	145
2024 Q1	$236K	Buy	1,324 +100	+8%	+$19.9K	0.13%	118
2023 Q4	$251K	Sell	1,224 -50	-4%	-$9.45K	0.16%	111
2023 Q3	$210K	Sell	1,274 -143	-10%	-$26.1K	0.18%	123
2023 Q2	$275K	Sell	1,417 -230	-14%	-$45K	0.27%	80
2023 Q1	$337K	Buy	1,647 +25	+2%	+$5.25K	0.33%	74
2022 Q4	$375K	Buy	+1,622	New	+$338K	0.41%	63

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Strait & Sound Wealth Management's AMT Position: Q4 2024 in Review

Strait & Sound Wealth Management sold out of American Tower (AMT) in Q4 2024, closing a stake of 935 shares — an estimated $217K sold.

Strait & Sound Wealth Management first reported a position in AMT in Q4 2022 and held it in 7 quarters. The position peaked at $375K in Q4 2022. 1,799 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Strait & Sound Wealth Management reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 935 American Tower shares in Q4 2024, an estimated $217K.
Strait & Sound Wealth Management first reported a position in American Tower in Q4 2022 and held it in 7 quarters.
Strait & Sound Wealth Management's American Tower position peaked at $375K in Q4 2022.
1,799 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.