Worth Asset Management’s American Tower AMT Stock Holding History

Worth 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	–	Sell	-9,908	Closed	-$2.14M	–	119
2023 Q4	$2.14M	Buy	+9,908	New	+$1.87M	1.53%	18

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Worth Asset Management's AMT Position: Q1 2024 in Review

Worth Asset Management sold out of American Tower (AMT) in Q1 2024, closing a stake of 9,908 shares — an estimated $2.14M sold.

Worth Asset Management first reported a position in AMT in Q4 2023 and held it in 1 quarter. The position peaked at $2.14M in Q4 2023. 1,761 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Worth Asset Management reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Worth Asset Management sold 9,908 American Tower shares in Q1 2024, an estimated $2.14M.
Worth Asset Management first reported a position in American Tower in Q4 2023 and held it in 1 quarter.
Worth Asset Management's American Tower position peaked at $2.14M in Q4 2023.
1,761 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Worth Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.