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Tradition Wealth Management’s American Tower AMT Stock Holding History

Tradition 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
2024
Q1 		– Sell
-664
Closed -$143K – 427
2023
Q4 		$143K Buy
664
+26
+4% +$4.91K 0.02% 383
2023
Q3 		$105K Buy
638
+18
+3% +$3.29K 0.01% 426
2023
Q2 		$120K Sell
620
-57
-8% -$11.1K 0.01% 414
2023
Q1 		$138K Buy
677
+503
+289% +$106K 0.02% 361
2022
Q4 		$37K Sell
174
-88
-34% -$18.3K 0.01% 604
2022
Q3 		$56K Sell
262
-45
-15% -$11.6K 0.01% 480
2022
Q2 		$79K Hold
307
– – 0.01% 387
2022
Q1 		$77K Sell
307
-2
-0.6% -$488 0.01% 427
2021
Q4 		$90K Sell
309
-84
-21% -$22.9K 0.01% 423
2021
Q3 		$104K Buy
393
+50
+15% +$14.3K 0.01% 366
2021
Q2 		$93K Buy
343
+1
+0.3% +$255 0.01% 404
2021
Q1 		$82K Buy
342
+64
+23% +$14.3K 0.01% 349
2020
Q4 		$62K Buy
+278
New +$64.6K 0.01% 369

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tradition Wealth Management's AMT Position: Q1 2024 in Review

Tradition Wealth Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 664 shares — an estimated $143K sold.

Tradition Wealth Management first reported a position in AMT in Q4 2020 and held it in 13 quarters. The position peaked at $143K in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Tradition Wealth Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 664 American Tower shares in Q1 2024, an estimated $143K.
  • Tradition Wealth Management first reported a position in American Tower in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's American Tower position peaked at $143K in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.