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Venturi Wealth Management’s American Tower AMT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-337
Closed -$61.8K – 623
2024
Q4 		$61.8K Buy
337
+175
+108% +$36.3K ﹤0.01% 961
2024
Q3 		$37.7K Sell
162
-11
-6% -$2.44K ﹤0.01% 848
2024
Q2 		$33.7K Sell
173
-280
-62% -$52.3K ﹤0.01% 790
2024
Q1 		$89.6K Sell
453
-1,100
-71% -$219K 0.01% 428
2023
Q4 		$335K Sell
1,553
-414
-21% -$78.2K 0.02% 300
2023
Q3 		$324K Sell
1,967
-5,497
-74% -$1M 0.03% 289
2023
Q2 		$1.45M Sell
7,464
-2,682
-26% -$524K 0.12% 101
2023
Q1 		$2.07M Sell
10,146
-450
-4% -$94.4K 0.17% 84
2022
Q4 		$2.24M Buy
10,596
+1,490
+16% +$310K 0.2% 79
2022
Q3 		$1.96M Sell
9,106
-180
-2% -$46.2K 0.19% 80
2022
Q2 		$2.37M Buy
9,286
+1,828
+25% +$459K 0.21% 68
2022
Q1 		$1.87M Buy
7,458
+4,285
+135% +$1.05M 0.14% 84
2021
Q4 		$928K Buy
3,173
+14
+0.4% +$3.83K 0.07% 181
2021
Q3 		$838K Sell
3,159
-68
-2% -$19.4K 0.07% 188
2021
Q2 		$872K Buy
3,227
+95
+3% +$24.2K 0.08% 170
2021
Q1 		$749K Buy
3,132
+23
+0.7% +$5.12K 0.07% 188
2020
Q4 		$698K Buy
3,109
+531
+21% +$123K 0.07% 190
2020
Q3 		$622K Buy
2,578
+197
+8% +$49.9K 0.07% 183
2020
Q2 		$615K Buy
2,381
+591
+33% +$146K 0.08% 162
2020
Q1 		$390K Sell
1,790
-198
-10% -$46.1K 0.07% 142
2019
Q4 		$457K Sell
1,988
-179
-8% -$39K 0.06% 156
2019
Q3 		$479K Sell
2,167
-506
-19% -$110K 0.06% 142
2019
Q2 		$546K Sell
2,673
-24
-0.9% -$4.83K 0.07% 138
2019
Q1 		$519K Sell
2,697
-724
-21% -$127K 0.07% 142
2018
Q4 		$539K Buy
+3,421
New +$535K 0.09% 136

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Venturi Wealth Management's AMT Position: Q1 2025 in Review

Venturi Wealth Management sold out of American Tower (AMT) in Q1 2025, closing a stake of 337 shares — an estimated $61.8K sold.

Venturi Wealth Management first reported a position in AMT in Q4 2018 and held it in 25 quarters. The position peaked at $2.37M in Q2 2022. 1,844 funds tracked by Wall St. Rank hold AMT as of Q1 2025.

  • Venturi Wealth Management reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 337 American Tower shares in Q1 2025, an estimated $61.8K.
  • Venturi Wealth Management first reported a position in American Tower in Q4 2018 and held it in 25 quarters.
  • Venturi Wealth Management's American Tower position peaked at $2.37M in Q2 2022.
  • 1,844 funds tracked by Wall St. Rank held American Tower as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.