Tyler-Stone Wealth Management’s American Tower AMT Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-367	Closed	-$71.3K	–	339
2024 Q2	$71.3K	Buy	367 +4	+1%	+$748	0.03%	324
2024 Q1	$71.8K	Buy	363 +3	+0.8%	+$598	0.03%	317
2023 Q4	$77.8K	Buy	360 +3	+0.8%	+$567	0.04%	300
2023 Q3	$59K	Hold	357	–	–	0.03%	322
2023 Q2	$69K	Buy	+357	New	+$69.8K	0.04%	297
2022 Q4	$76K	Hold	357	–	–	0.05%	270
2022 Q3	$77K	Hold	357	–	–	0.06%	250
2022 Q2	$91K	Hold	357	–	–	0.06%	252
2022 Q1	$90K	Sell	357 -75	-17%	-$18.3K	0.05%	266
2021 Q4	$126K	Buy	+432	New	+$118K	0.07%	240

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tyler-Stone Wealth Management's AMT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of American Tower (AMT) in Q3 2024, closing a stake of 367 shares — an estimated $71.3K sold.

Tyler-Stone Wealth Management first reported a position in AMT in Q4 2021 and held it in 10 quarters. The position peaked at $126K in Q4 2021. 1,848 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 367 American Tower shares in Q3 2024, an estimated $71.3K.
Tyler-Stone Wealth Management first reported a position in American Tower in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's American Tower position peaked at $126K in Q4 2021.
1,848 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.