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Tilia Fiduciary Partners’s American Tower AMT Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-654
Closed -$127K – 113
2023
Q2 		$127K Sell
654
-141
-18% -$27.6K 0.11% 116
2023
Q1 		$162K Sell
795
-117
-13% -$24.5K 0.15% 102
2022
Q4 		$193K Sell
912
-34
-4% -$7.08K 0.19% 98
2022
Q3 		$179K Sell
946
-27
-3% -$6.94K 0.18% 96
2022
Q2 		$249K Buy
973
+18
+2% +$4.52K 0.24% 87
2022
Q1 		$240K Sell
955
-79
-8% -$19.3K 0.2% 94
2021
Q4 		$302K Buy
+1,034
New +$282K 0.24% 87

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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tilia Fiduciary Partners's AMT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of American Tower (AMT) in Q3 2023, closing a stake of 654 shares — an estimated $127K sold.

Tilia Fiduciary Partners first reported a position in AMT in Q4 2021 and held it in 7 quarters. The position peaked at $302K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 654 American Tower shares in Q3 2023, an estimated $127K.
  • Tilia Fiduciary Partners first reported a position in American Tower in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's American Tower position peaked at $302K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.