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Sweet Financial Partners’s American Tower AMT Stock Holding History

Sweet Financial Partners’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
Q3 		$763K Hold
3,280
– – 0.17% 97
2024
Q2 		$638K Hold
3,280
– – 0.15% 105
2024
Q1 		$648K Sell
3,280
-11
-0.3% -$2.19K 0.15% 106
2023
Q4 		$710K Hold
3,291
– – 0.17% 91
2023
Q3 		$541K Buy
+3,291
New +$601K 0.14% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sweet Financial Partners's AMT Position: Q3 2024 in Review

Sweet Financial Partners held its American Tower (AMT) position steady in Q3 2024 at 3,280 shares worth $763K. The position accounts for 0.17% of the portfolio, ranked #97.

Sweet Financial Partners first reported a position in AMT in Q3 2023 and has held it in 5 quarters since. 1,848 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • Sweet Financial Partners held 3,280 shares of American Tower worth $763K as of Q3 2024.
  • Sweet Financial Partners left its American Tower share count unchanged in Q3 2024.
  • American Tower made up 0.17% of Sweet Financial Partners's portfolio in Q3 2024, its #97 holding.
  • Sweet Financial Partners first reported a position in American Tower in Q3 2023 and has held it in 5 quarters since.
  • 1,848 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.