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Teamwork Financial Advisors’s American Tower AMT Stock Holding History

Teamwork Financial Advisors’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
Q2 		– Sell
-1,984
Closed -$392K – 141
2024
Q1 		$392K Sell
1,984
-37
-2% -$7.37K 0.06% 122
2023
Q4 		$436K Sell
2,021
-118
-6% -$22.3K 0.07% 107
2023
Q3 		$352K Buy
2,139
+59
+3% +$10.8K 0.06% 149
2023
Q2 		$403K Sell
2,080
-3,679
-64% -$719K 0.07% 136
2023
Q1 		$1.18M Buy
5,759
+314
+6% +$65.9K 0.22% 76
2022
Q4 		$1.15M Buy
5,445
+862
+19% +$179K 0.23% 71
2022
Q3 		$984K Sell
4,583
-2,206
-32% -$567K 0.21% 71
2022
Q2 		$1.74M Buy
+6,789
New +$1.7M 0.38% 54
2021
Q2 		– Sell
-1,133
Closed -$271K – 243
2021
Q1 		$271K Sell
1,133
-811
-42% -$181K 0.06% 199
2020
Q4 		$436K Sell
1,944
-386
-17% -$89.7K 0.1% 134
2020
Q3 		$563K Sell
2,330
-3,383
-59% -$858K 0.17% 106
2020
Q2 		$1.48M Buy
5,713
+2,293
+67% +$567K 0.53% 42
2020
Q1 		$745K Buy
+3,420
New +$796K 0.46% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Teamwork Financial Advisors's AMT Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,984 shares — an estimated $392K sold.

Teamwork Financial Advisors first reported a position in AMT in Q1 2020 and held it in 13 quarters. The position peaked at $1.74M in Q2 2022. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,984 American Tower shares in Q2 2024, an estimated $392K.
  • Teamwork Financial Advisors first reported a position in American Tower in Q1 2020 and held it in 13 quarters.
  • Teamwork Financial Advisors's American Tower position peaked at $1.74M in Q2 2022.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.