WR Wealth Planners’s American Tower AMT Stock Holding History

WR Wealth Planners’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	$199K	Sell	1,086 -97	-8%	-$20.1K	0.06%	156
2024 Q3	$275K	Sell	1,183 -82	-6%	-$18.2K	0.08%	151
2024 Q2	$246K	Buy	1,265 +65	+5%	+$12.1K	0.08%	149
2024 Q1	$237K	Buy	1,200 +20	+2%	+$3.98K	0.07%	153
2023 Q4	$255K	Buy	1,180 +99	+9%	+$18.7K	0.09%	153
2023 Q3	$178K	Buy	1,081 +41	+4%	+$7.49K	0.07%	183
2023 Q2	$202K	Buy	1,040 +30	+3%	+$5.87K	0.08%	169
2023 Q1	$206K	Buy	1,010 +1,004	+16,733%	+$211K	0.09%	153
2022 Q4	$1.27K	Hold	6	–	–	﹤0.01%	420
2022 Q3	$1.29K	Hold	6	–	–	﹤0.01%	409
2022 Q2	$1.53K	Hold	6	–	–	﹤0.01%	434
2022 Q1	$1.51K	Buy	+6	New	+$1.46K	﹤0.01%	446

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

WR Wealth Planners's AMT Position: Q4 2024 in Review

WR Wealth Planners reduced its American Tower (AMT) stake by 8.2% in Q4 2024, selling an estimated $20.1K and leaving 1,086 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #156.

WR Wealth Planners first reported a position in AMT in Q1 2022 and has held it in 12 quarters since. The position peaked at $275K in Q3 2024. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

WR Wealth Planners held 1,086 shares of American Tower worth $199K as of Q4 2024.
WR Wealth Planners sold 97 American Tower shares in Q4 2024, an estimated $20.1K.
American Tower made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #156 holding.
WR Wealth Planners first reported a position in American Tower in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's American Tower position peaked at $275K in Q3 2024.
1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.