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TVWM
Tower View Wealth Management’s
American Tower
AMT
Stock Holding History
Tower View 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
2025
Q3
–
Sell
-1,307
Closed
-$289K
–
176
2025
Q2
$289K
Buy
+1,307
New
+$282K
0.15%
52
2024
Q4
–
Sell
-16
Closed
-$3.75K
–
199
2024
Q3
$3.75K
Hold
16
–
–
﹤0.01%
175
2024
Q2
$3.11K
Hold
16
–
–
﹤0.01%
170
2024
Q1
$3.13K
Sell
16
-5
-24%
-$996
﹤0.01%
176
2023
Q4
$4K
Buy
21
+1
+5%
+$189
﹤0.01%
154
2023
Q3
$3K
Hold
20
–
–
﹤0.01%
157
2023
Q2
$4K
Hold
20
–
–
﹤0.01%
150
2023
Q1
$4K
Hold
20
–
–
﹤0.01%
135
2022
Q4
$4K
Hold
20
–
–
﹤0.01%
142
2022
Q3
$4K
Sell
20
-20
-50%
-$5.14K
﹤0.01%
140
2022
Q2
$10K
Buy
40
+1
+3%
+$251
0.01%
116
2022
Q1
$10K
Hold
39
–
–
0.01%
147
2021
Q4
$11K
Hold
39
–
–
0.01%
146
2021
Q3
$10K
Hold
39
–
–
0.01%
174
2021
Q2
$10K
Hold
39
–
–
0.01%
129
2021
Q1
$9K
Buy
39
+1
+3%
+$223
﹤0.01%
136
2020
Q4
$9K
Hold
38
–
–
0.01%
133
2020
Q3
$9K
Hold
38
–
–
0.01%
110
2020
Q2
$10K
Buy
+38
New
+$9.4K
0.01%
100
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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