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Walden Wealth Partners’s American Tower AMT Stock Holding History

Walden Wealth Partners’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 		$264K Hold
1,359
– – 0.15% 69
2024
Q1 		$259K Sell
1,359
-69
-5% -$13.7K 0.15% 74
2023
Q4 		$308K Buy
+1,428
New +$270K 0.19% 62

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

Walden Wealth Partners's AMT Position: Q2 2024 in Review

Walden Wealth Partners held its American Tower (AMT) position steady in Q2 2024 at 1,359 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #69.

Walden Wealth Partners first reported a position in AMT in Q4 2023 and has held it in 3 quarters since. The position peaked at $308K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Walden Wealth Partners held 1,359 shares of American Tower worth $264K as of Q2 2024.
  • Walden Wealth Partners left its American Tower share count unchanged in Q2 2024.
  • American Tower made up 0.15% of Walden Wealth Partners's portfolio in Q2 2024, its #69 holding.
  • Walden Wealth Partners first reported a position in American Tower in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's American Tower position peaked at $308K in Q4 2023.
  • 1,762 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.