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Wilbanks Smith & Thomas Asset Management’s American Tower AMT Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$885K Sell
4,478
-583
-12% -$116K 0.02% 254
2023
Q4 		$1.09M Sell
5,061
-5,247
-51% -$992K 0.03% 212
2023
Q3 		$1.7M Sell
10,308
-38,139
-79% -$6.97M 0.06% 176
2023
Q2 		$9.4M Sell
48,447
-4,462
-8% -$872K 0.31% 79
2023
Q1 		$10.8M Buy
52,909
+11,722
+28% +$2.46M 0.38% 69
2022
Q4 		$8.73M Sell
41,187
-1,069
-3% -$223K 0.33% 74
2022
Q3 		$9.07M Buy
42,256
+1,322
+3% +$340K 0.39% 65
2022
Q2 		$10.5M Buy
40,934
+1,406
+4% +$353K 0.44% 57
2022
Q1 		$9.53M Sell
39,528
-1,765
-4% -$431K 0.38% 64
2021
Q4 		$12.1M Buy
41,293
+3,547
+9% +$969K 0.42% 60
2021
Q3 		$10M Buy
37,746
+1,255
+3% +$358K 0.39% 66
2021
Q2 		$9.86M Buy
36,491
+2,725
+8% +$694K 0.39% 63
2021
Q1 		$8.07M Buy
33,766
+6,550
+24% +$1.46M 0.35% 66
2020
Q4 		$6.11M Buy
27,216
+1,892
+7% +$440K 0.29% 81
2020
Q3 		$6.12M Buy
25,324
+1,562
+7% +$396K 0.33% 69
2020
Q2 		$6.14M Buy
23,762
+2,300
+11% +$569K 0.37% 62
2020
Q1 		$4.67M Buy
21,462
+2,894
+16% +$674K 0.35% 61
2019
Q4 		$4.27M Buy
18,568
+1,344
+8% +$293K 0.25% 90
2019
Q3 		$3.81M Buy
+17,224
New +$3.76M 0.24% 90
2018
Q4 		– Sell
-488
Closed -$71K – 389
2018
Q3 		$71K Buy
+488
New +$71.6K ﹤0.01% 610

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 $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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $344B AUM 42.99% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AMT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its American Tower (AMT) stake by 12% in Q1 2024, selling an estimated $116K and leaving 4,478 shares worth $885K. The position accounts for 0.02% of the portfolio, ranked #254.

Wilbanks Smith & Thomas Asset Management first reported a position in AMT in Q3 2018 and has held it in 20 quarters since. The position peaked at $12.1M in Q4 2021. 1,763 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 4,478 shares of American Tower worth $885K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 583 American Tower shares in Q1 2024, an estimated $116K.
  • American Tower made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #254 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in American Tower in Q3 2018 and has held it in 20 quarters since.
  • Wilbanks Smith & Thomas Asset Management's American Tower position peaked at $12.1M in Q4 2021.
  • 1,763 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.