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Total Clarity Wealth Management’s American Tower AMT Stock Holding History

Total Clarity Wealth 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
Q4 		– Sell
-5,636
Closed -$927K – 233
2023
Q3 		$927K Sell
5,636
-283
-5% -$51.7K 0.45% 63
2023
Q2 		$1.15M Sell
5,919
-180
-3% -$35.2K 0.57% 52
2023
Q1 		$1.25M Sell
6,099
-202
-3% -$42.4K 0.68% 40
2022
Q4 		$1.33M Sell
6,301
-181
-3% -$37.7K 0.68% 35
2022
Q3 		$1.39M Sell
6,482
-100
-2% -$25.7K 0.87% 30
2022
Q2 		$1.68M Buy
6,582
+70
+1% +$17.6K 0.87% 25
2022
Q1 		$1.64M Sell
6,512
-77
-1% -$18.8K 0.9% 29
2021
Q4 		$1.93M Buy
6,589
+255
+4% +$69.7K 0.88% 25
2021
Q3 		$1.68M Buy
6,334
+226
+4% +$64.4K 0.8% 30
2021
Q2 		$1.65M Buy
6,108
+260
+4% +$66.3K 0.92% 31
2021
Q1 		$1.4M Buy
5,848
+148
+3% +$33K 0.8% 30
2020
Q4 		$1.28M Sell
5,700
-150
-3% -$34.9K 0.89% 31
2020
Q3 		$1.41M Buy
5,850
+144
+3% +$36.5K 1.23% 21
2020
Q2 		$1.48M Buy
5,706
+78
+1% +$19.3K 1.35% 22
2020
Q1 		$1.23M Buy
5,628
+370
+7% +$86.1K 1.89% 14
2019
Q4 		$1.21M Buy
+5,258
New +$1.15M 0.91% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Total Clarity Wealth Management's AMT Position: Q4 2023 in Review

Total Clarity Wealth Management sold out of American Tower (AMT) in Q4 2023, closing a stake of 5,636 shares — an estimated $927K sold.

Total Clarity Wealth Management first reported a position in AMT in Q4 2019 and held it in 16 quarters. The position peaked at $1.93M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • Total Clarity Wealth Management reported no remaining American Tower position as of Q4 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5,636 American Tower shares in Q4 2023, an estimated $927K.
  • Total Clarity Wealth Management first reported a position in American Tower in Q4 2019 and held it in 16 quarters.
  • Total Clarity Wealth Management's American Tower position peaked at $1.93M in Q4 2021.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on Total Clarity Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.