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Wellington Wealth Strategies’s American Tower AMT Stock Holding History

Wellington Wealth Strategies’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
Q4 		– Sell
-1,019
Closed -$218K – 70
2024
Q3 		$218K Buy
+1,019
New +$226K 0.17% 67
2024
Q2 		– Sell
-1,594
Closed -$315K – 58
2024
Q1 		$315K Sell
1,594
-138
-8% -$27.5K 0.15% 105
2023
Q4 		$374K Buy
+1,732
New +$327K 0.32% 51
2020
Q4 		$374K Buy
+1,732
New +$403K 0.32% 52

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Wealth Strategies's AMT Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,019 shares — an estimated $218K sold.

Wellington Wealth Strategies first reported a position in AMT in Q4 2020 and held it in 4 quarters. The position peaked at $374K in Q4 2023. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 1,019 American Tower shares in Q4 2024, an estimated $218K.
  • Wellington Wealth Strategies first reported a position in American Tower in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's American Tower position peaked at $374K in Q4 2023.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.