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SYSTM Wealth Solutions’s American Tower AMT Stock Holding History

SYSTM Wealth 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
2024
Q3 		– Sell
-2,824
Closed -$552K – 117
2024
Q2 		$552K Sell
2,824
-7,587
-73% -$1.42M 0.12% 138
2024
Q1 		$2.06M Buy
10,411
+333
+3% +$66.3K 0.26% 112
2023
Q4 		$2.19M Buy
10,078
+237
+2% +$44.8K 0.3% 96
2023
Q3 		$1.62M Sell
9,841
-1,004
-9% -$183K 0.25% 113
2023
Q2 		$2.1M Buy
10,845
+622
+6% +$122K 0.28% 93
2023
Q1 		$2.09M Buy
10,223
+1,610
+19% +$338K 0.32% 76
2022
Q4 		$1.82M Buy
+8,613
New +$1.79M 0.23% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's AMT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of American Tower (AMT) in Q3 2024, closing a stake of 2,824 shares — an estimated $552K sold.

SYSTM Wealth Solutions first reported a position in AMT in Q4 2022 and held it in 7 quarters. The position peaked at $2.19M in Q4 2023. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,824 American Tower shares in Q3 2024, an estimated $552K.
  • SYSTM Wealth Solutions first reported a position in American Tower in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's American Tower position peaked at $2.19M in Q4 2023.
  • 1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.