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TrueWealth Advisors’s American Tower AMT Stock Holding History

TrueWealth Advisors’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
Q2 		– Sell
-1,313
Closed -$259K – 220
2024
Q1 		$259K Sell
1,313
-854
-39% -$170K 0.1% 172
2023
Q4 		$468K Buy
2,167
+710
+49% +$134K 0.18% 93
2023
Q3 		$240K Buy
+1,457
New +$266K 0.1% 159

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TrueWealth Advisors's AMT Position: Q2 2024 in Review

TrueWealth Advisors sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,313 shares — an estimated $259K sold.

TrueWealth Advisors first reported a position in AMT in Q3 2023 and held it in 3 quarters. The position peaked at $468K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • TrueWealth Advisors reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 1,313 American Tower shares in Q2 2024, an estimated $259K.
  • TrueWealth Advisors first reported a position in American Tower in Q3 2023 and held it in 3 quarters.
  • TrueWealth Advisors's American Tower position peaked at $468K in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on TrueWealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.