Triangle Securities Wealth Management’s American Tower AMT Stock Holding History

Triangle Securities 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
2026 Q2	$1.13M	Sell	6,884 -39	-0.6%	-$7.02K	0.22%	101
2026 Q1	$1.19M	Sell	6,923 -66	-0.9%	-$11.9K	0.27%	89
2025 Q4	$1.23M	Buy	6,989 +425	+6%	+$77.3K	0.26%	92
2025 Q3	$1.26M	Buy	6,564 +91	+1%	+$19K	0.29%	88
2025 Q2	$1.43M	Sell	6,473 -105	-2%	-$22.7K	0.35%	76
2025 Q1	$1.43M	Buy	6,578 +498	+8%	+$97.7K	0.37%	71
2024 Q4	$1.12M	Buy	6,080 +125	+2%	+$25.9K	0.29%	90
2024 Q3	$1.38M	Buy	5,955 +10	+0.2%	+$2.22K	0.36%	71
2024 Q2	$1.16M	Buy	5,945 +19	+0.3%	+$3.55K	0.33%	83
2024 Q1	$1.17M	Buy	5,926 +130	+2%	+$25.9K	0.33%	86
2023 Q4	$1.25M	Buy	5,796 +96	+2%	+$18.1K	0.39%	74
2023 Q3	$937K	Buy	5,700 +226	+4%	+$41.3K	0.33%	84
2023 Q2	$1.06M	Sell	5,474 -505	-8%	-$98.7K	0.37%	80
2023 Q1	$1.22M	Sell	5,979 -420	-7%	-$88.1K	0.44%	73
2022 Q4	$1.36M	Buy	6,399 +5	+0.1%	+$1.04K	0.5%	65
2022 Q3	$1.37M	Sell	6,394 -15	-0.2%	-$3.85K	0.56%	58
2022 Q2	$1.64M	Buy	6,409 +69	+1%	+$17.3K	0.64%	51
2022 Q1	$1.59M	Sell	6,340 -282	-4%	-$68.8K	0.53%	63
2021 Q4	$1.94M	Sell	6,622 -11	-0.2%	-$3K	0.61%	54
2021 Q3	$1.76M	Sell	6,633 -5	-0.1%	-$1.43K	0.6%	54
2021 Q2	$1.79M	Sell	6,638 -124	-2%	-$31.6K	0.61%	56
2021 Q1	$1.62M	Sell	6,762 -10	-0.1%	-$2.23K	0.58%	61
2020 Q4	$1.52M	Sell	6,772 -55	-0.8%	-$12.8K	0.6%	56
2020 Q3	$1.65M	Sell	6,827 -63	-0.9%	-$16K	0.75%	39
2020 Q2	$1.78M	Sell	6,890 -384	-5%	-$95K	0.85%	35
2020 Q1	$1.58M	Sell	7,274 -752	-9%	-$175K	0.91%	37
2019 Q4	$1.84M	Sell	8,026 -206	-3%	-$44.9K	0.8%	39
2019 Q3	$1.82M	Sell	8,232 -1,136	-12%	-$248K	0.89%	35
2019 Q2	$1.96M	Sell	9,368 -1,068	-10%	-$215K	0.99%	33
2019 Q1	$2.06M	Sell	10,436 -561	-5%	-$98.4K	1.08%	29
2018 Q4	$1.74M	Sell	10,997 -115	-1%	-$18K	1.03%	33
2018 Q3	$1.61M	Sell	11,112 -235	-2%	-$34.5K	0.86%	38
2018 Q2	$1.64M	Buy	11,347 +195	+2%	+$27.1K	0.91%	33
2018 Q1	$1.62M	Sell	11,152 -461	-4%	-$64.9K	0.93%	35
2017 Q4	$1.66M	Sell	11,613 -162	-1%	-$23.1K	0.95%	33
2017 Q3	$1.61M	Sell	11,775 -305	-3%	-$42.5K	0.96%	34
2017 Q2	$1.6M	Sell	12,080 -343	-3%	-$43.9K	1.06%	33
2017 Q1	$1.51M	Sell	12,423 -140	-1%	-$15.4K	0.96%	35
2016 Q4	$1.33M	Sell	12,563 -180	-1%	-$19.6K	0.89%	40
2016 Q3	$1.44M	Sell	12,743 -1,345	-10%	-$154K	1%	34
2016 Q2	$1.6M	Sell	14,088 -2,520	-15%	-$268K	1.19%	30
2016 Q1	$1.7M	Buy	16,608 +115	+0.7%	+$10.8K	1.11%	30
2015 Q4	$1.6M	Sell	16,493 -82	-0.5%	-$7.99K	1.07%	29
2015 Q3	$1.46M	Sell	16,575 -50	-0.3%	-$4.71K	1.1%	26
2015 Q2	$1.55M	Buy	16,625 +1,025	+7%	+$97K	1.1%	29
2015 Q1	$1.47M	Sell	15,600 -425	-3%	-$41.3K	1.02%	32
2014 Q4	$1.58M	Sell	16,025 -265	-2%	-$26K	1.13%	26
2014 Q3	$1.52M	Sell	16,290 -398	-2%	-$37.9K	1.17%	23
2014 Q2	$1.5M	Buy	16,688 +1,262	+8%	+$109K	1.15%	24
2014 Q1	$1.19M	Sell	15,426 -1,586	-9%	-$129K	1.07%	34
2013 Q4	$1.36M	Hold	17,012	–	–	1.1%	27
2013 Q3	$1.26M	Sell	17,012 -133	-0.8%	-$9.6K	1.1%	30
2013 Q2	$1.25M	Buy	+17,145	New	+$1.36M	0.93%	33

Other funds holding AMT

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return