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Vantage Financial Partners (Illinois)’s American Tower AMT Stock Holding History

Vantage Financial Partners (Illinois)’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 		$627K Hold
3,225
– – 0.16% 64
2024
Q1 		$637K Sell
3,225
-150
-4% -$29.9K 0.17% 65
2023
Q4 		$729K Buy
3,375
+925
+38% +$175K 0.22% 61
2023
Q3 		$403K Sell
2,450
-200
-8% -$36.5K 0.23% 67
2023
Q2 		$514K Hold
2,650
– – 0.28% 56
2023
Q1 		$542K Sell
2,650
-100
-4% -$21K 0.32% 53
2022
Q4 		$583K Buy
2,750
+200
+8% +$41.6K 0.34% 57
2022
Q3 		$547K Buy
2,550
+150
+6% +$38.5K 0.35% 50
2022
Q2 		$613K Hold
2,400
– – 0.36% 52
2022
Q1 		$603K Hold
2,400
– – 0.31% 51
2021
Q4 		$702K Buy
2,400
+50
+2% +$13.7K 0.36% 50
2021
Q3 		$624K Sell
2,350
-225
-9% -$64.1K 0.33% 51
2021
Q2 		$696K Buy
2,575
+75
+3% +$19.1K 0.39% 43
2021
Q1 		$598K Buy
2,500
+850
+52% +$189K 0.34% 46
2020
Q4 		$370K Buy
+1,650
New +$384K 0.21% 57
2017
Q2 		– Sell
-5,602
Closed -$584K – 64
2017
Q1 		$584K Buy
+5,602
New +$616K 0.42% 28

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 $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 $204B AUM 27.99% 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 $344B AUM 42.99% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s AMT Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) held its American Tower (AMT) position steady in Q2 2024 at 3,225 shares worth $627K. The position accounts for 0.16% of the portfolio, ranked #64.

Vantage Financial Partners (Illinois) first reported a position in AMT in Q1 2017 and has held it in 16 quarters since. The position peaked at $729K in Q4 2023. 1,764 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 3,225 shares of American Tower worth $627K as of Q2 2024.
  • Vantage Financial Partners (Illinois) left its American Tower share count unchanged in Q2 2024.
  • American Tower made up 0.16% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #64 holding.
  • Vantage Financial Partners (Illinois) first reported a position in American Tower in Q1 2017 and has held it in 16 quarters since.
  • Vantage Financial Partners (Illinois)'s American Tower position peaked at $729K in Q4 2023.
  • 1,764 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.