Zimmermann Investment Management & Planning’s American Tower AMT Stock Holding History

Zimmermann Investment Management & Planning’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	-1,181	Closed	-$255K	–	137
2023 Q4	$255K	Buy	+1,181	New	+$223K	0.1%	107
2023 Q2	–	Sell	-1,162	Closed	-$237K	–	106
2023 Q1	$237K	Buy	1,162 +5	+0.4%	+$1.05K	0.12%	101
2022 Q4	$245K	Buy	1,157 +6	+0.5%	+$1.25K	0.14%	84
2022 Q3	$247K	Buy	1,151 +4	+0.3%	+$1.03K	0.15%	79
2022 Q2	$293K	Buy	+1,147	New	+$288K	0.2%	74
2022 Q1	–	Sell	-1,177	Closed	-$344K	–	83
2021 Q4	$344K	Buy	+1,177	New	+$322K	0.19%	68

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Zimmermann Investment Management & Planning's AMT Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,181 shares — an estimated $255K sold.

Zimmermann Investment Management & Planning first reported a position in AMT in Q4 2021 and held it in 6 quarters. The position peaked at $344K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,181 American Tower shares in Q1 2024, an estimated $255K.
Zimmermann Investment Management & Planning first reported a position in American Tower in Q4 2021 and held it in 6 quarters.
Zimmermann Investment Management & Planning's American Tower position peaked at $344K in Q4 2021.
1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.