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TrinityPoint Wealth’s American Tower AMT Stock Holding History

TrinityPoint Wealth’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
-2,577
Closed -$556K – 310
2023
Q4 		$556K Sell
2,577
-132
-5% -$24.9K 0.1% 182
2023
Q3 		$445K Sell
2,709
-563
-17% -$103K 0.09% 187
2023
Q2 		$635K Buy
3,272
+27
+0.8% +$5.28K 0.12% 154
2023
Q1 		$663K Buy
3,245
+26
+0.8% +$5.46K 0.14% 148
2022
Q4 		$682K Sell
3,219
-373
-10% -$77.6K 0.16% 140
2022
Q3 		$771K Buy
3,592
+77
+2% +$19.8K 0.18% 128
2022
Q2 		$898K Sell
3,515
-28
-0.8% -$7.03K 0.2% 112
2022
Q1 		$890K Buy
3,543
+32
+0.9% +$7.81K 0.16% 122
2021
Q4 		$1.03M Sell
3,511
-15
-0.4% -$4.1K 0.18% 115
2021
Q3 		$936K Buy
3,526
+57
+2% +$16.2K 0.18% 115
2021
Q2 		$937K Buy
3,469
+29
+0.8% +$7.39K 0.19% 115
2021
Q1 		$822K Sell
3,440
-606
-15% -$135K 0.19% 114
2020
Q4 		$940K Buy
4,046
+19
+0.5% +$4.42K 0.23% 100
2020
Q3 		$973K Buy
4,027
+55
+1% +$13.9K 0.27% 92
2020
Q2 		$1.03M Buy
3,972
+12
+0.3% +$2.97K 0.33% 84
2020
Q1 		$862K Buy
3,960
+258
+7% +$60K 0.34% 81
2019
Q4 		$851K Buy
3,702
+32
+0.9% +$6.97K 0.29% 91
2019
Q3 		$775K Buy
3,670
+191
+5% +$41.7K 0.27% 101
2019
Q2 		$712K Buy
3,479
+49
+1% +$9.85K 0.34% 75
2019
Q1 		$676K Buy
3,430
+166
+5% +$29.1K 0.33% 84
2018
Q4 		$516K Buy
+3,264
New +$510K 0.32% 87

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

TrinityPoint Wealth's AMT Position: Q1 2024 in Review

TrinityPoint Wealth sold out of American Tower (AMT) in Q1 2024, closing a stake of 2,577 shares — an estimated $556K sold.

TrinityPoint Wealth first reported a position in AMT in Q4 2018 and held it in 21 quarters. The position peaked at $1.03M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • TrinityPoint Wealth reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,577 American Tower shares in Q1 2024, an estimated $556K.
  • TrinityPoint Wealth first reported a position in American Tower in Q4 2018 and held it in 21 quarters.
  • TrinityPoint Wealth's American Tower position peaked at $1.03M in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on TrinityPoint Wealth's 13F filing for Q1 2024, filed 8 May 2024.