TAM
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Tocqueville Asset Management’s American Tower AMT Stock Holding History

Tocqueville Asset 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
2023
Q3 		– Sell
-1,050
Closed -$204K – 514
2023
Q2 		$204K Sell
1,050
-598
-36% -$117K ﹤0.01% 508
2023
Q1 		$337K Buy
+1,648
New +$346K 0.01% 444
2022
Q2 		– Sell
-1,110
Closed -$279K – 665
2022
Q1 		$279K Sell
1,110
-391
-26% -$95.4K ﹤0.01% 620
2021
Q4 		$439K Buy
1,501
+425
+39% +$116K 0.01% 583
2021
Q3 		$286K Sell
1,076
-1,065
-50% -$304K ﹤0.01% 633
2021
Q2 		$578K Sell
2,141
-796
-27% -$203K 0.01% 521
2021
Q1 		$702K Sell
2,937
-253
-8% -$56.3K 0.01% 495
2020
Q4 		$716K Sell
3,190
-5,727
-64% -$1.33M 0.01% 485
2020
Q3 		$2.16M Buy
8,917
+5,946
+200% +$1.51M 0.04% 299
2020
Q2 		$768K Buy
2,971
+557
+23% +$138K 0.02% 418
2020
Q1 		$526K Buy
+2,414
New +$562K 0.01% 448
2019
Q4 		– Sell
-1,420
Closed -$314K – 728
2019
Q3 		$314K Buy
1,420
+52
+4% +$11.3K ﹤0.01% 647
2019
Q2 		$280K Buy
1,368
+18
+1% +$3.62K ﹤0.01% 693
2019
Q1 		$266K Hold
1,350
– – ﹤0.01% 690
2018
Q4 		$214K Buy
+1,350
New +$211K ﹤0.01% 690
2014
Q3 		– Sell
-349
Closed -$31K – 883
2014
Q2 		$31K Buy
349
+150
+75% +$13K ﹤0.01% 1393
2014
Q1 		$16K Hold
199
– – ﹤0.01% 1138
2013
Q4 		$16K Buy
+199
New +$15.5K ﹤0.01% 1152

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 $3.37T AUM 44.26% 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

Tocqueville Asset Management's AMT Position: Q3 2023 in Review

Tocqueville Asset Management sold out of American Tower (AMT) in Q3 2023, closing a stake of 1,050 shares — an estimated $204K sold.

Tocqueville Asset Management first reported a position in AMT in Q4 2013 and held it in 18 quarters. The position peaked at $2.16M in Q3 2020. 1,630 funds tracked by Wall St. Rank hold AMT as of Q3 2023.

  • Tocqueville Asset Management reported no remaining American Tower position as of Q3 2023 after selling out during the quarter.
  • Tocqueville Asset Management sold 1,050 American Tower shares in Q3 2023, an estimated $204K.
  • Tocqueville Asset Management first reported a position in American Tower in Q4 2013 and held it in 18 quarters.
  • Tocqueville Asset Management's American Tower position peaked at $2.16M in Q3 2020.
  • 1,630 funds tracked by Wall St. Rank held American Tower as of Q3 2023.

Based on Tocqueville Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.