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WealthSource Partners’s American Tower AMT Stock Holding History

WealthSource 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
2023
Q4 		$330K Sell
1,528
-104
-6% -$19.7K 0.02% 399
2023
Q3 		$268K Sell
1,632
-60
-4% -$11K 0.02% 422
2023
Q2 		$328K Sell
1,692
-332
-16% -$64.9K 0.02% 394
2023
Q1 		$414K Sell
2,024
-45
-2% -$9.44K 0.03% 346
2022
Q4 		$438K Sell
2,069
-154
-7% -$32.1K 0.03% 326
2022
Q3 		$477K Sell
2,223
-140
-6% -$36K 0.04% 310
2022
Q2 		$604K Sell
2,363
-400
-14% -$100K 0.04% 269
2022
Q1 		$694K Sell
2,763
-122
-4% -$29.8K 0.05% 281
2021
Q4 		$844K Buy
2,885
+132
+5% +$36.1K 0.07% 211
2021
Q3 		$731K Sell
2,753
-135
-5% -$38.5K 0.06% 220
2021
Q2 		$780K Buy
2,888
+118
+4% +$30.1K 0.07% 200
2021
Q1 		$662K Buy
2,770
+134
+5% +$29.8K 0.07% 203
2020
Q4 		$592K Buy
2,636
+289
+12% +$67.2K 0.07% 183
2020
Q3 		$567K Buy
2,347
+7
+0.3% +$1.77K 0.08% 175
2020
Q2 		$605K Buy
2,340
+732
+46% +$181K 0.09% 163
2020
Q1 		$350K Sell
1,608
-507
-24% -$118K 0.06% 217
2019
Q4 		$486K Sell
2,115
-2,674
-56% -$582K 0.06% 237
2019
Q3 		$1.06M Buy
4,789
+189
+4% +$41.3K 0.16% 133
2019
Q2 		$940K Buy
4,600
+2,427
+112% +$488K 0.15% 153
2019
Q1 		$428K Buy
+2,173
New +$381K 0.1% 194

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthSource Partners's AMT Position: Q4 2023 in Review

WealthSource Partners reduced its American Tower (AMT) stake by 6.4% in Q4 2023, selling an estimated $19.7K and leaving 1,528 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #399.

WealthSource Partners first reported a position in AMT in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2019. 1,797 funds tracked by Wall St. Rank hold AMT as of Q4 2023.

  • WealthSource Partners held 1,528 shares of American Tower worth $330K as of Q4 2023.
  • WealthSource Partners sold 104 American Tower shares in Q4 2023, an estimated $19.7K.
  • American Tower made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #399 holding.
  • WealthSource Partners first reported a position in American Tower in Q1 2019 and has held it in 20 quarters since.
  • WealthSource Partners's American Tower position peaked at $1.06M in Q3 2019.
  • 1,797 funds tracked by Wall St. Rank held American Tower as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.