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West Wealth Group’s American Tower AMT Stock Holding History

West Wealth Group’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
-880
Closed -$205K – 94
2024
Q3 		$205K Buy
+880
New +$195K 0.07% 80
2022
Q3 		– Sell
-869
Closed -$222K – 61
2022
Q2 		$222K Hold
869
– – 0.1% 63
2022
Q1 		$218K Hold
869
– – 0.09% 58
2021
Q4 		$254K Buy
+869
New +$237K 0.1% 48

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

West Wealth Group's AMT Position: Q4 2024 in Review

West Wealth Group sold out of American Tower (AMT) in Q4 2024, closing a stake of 880 shares — an estimated $205K sold.

West Wealth Group first reported a position in AMT in Q4 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • West Wealth Group reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • West Wealth Group sold 880 American Tower shares in Q4 2024, an estimated $205K.
  • West Wealth Group first reported a position in American Tower in Q4 2021 and held it in 4 quarters.
  • West Wealth Group's American Tower position peaked at $254K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on West Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.