A detailed history of Exencial Wealth Advisors, LLC transactions in American Tower Corp stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 10,450 shares of AMT stock, worth $1.81 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,450
Previous 9,892 5.64%
Holding current value
$1.81 Million
Previous $1.92 Million 26.38%
% of portfolio
0.09%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$192.27 - $242.73 $107,286 - $135,443
558 Added 5.64%
10,450 $2.43 Million
Q2 2024

Aug 12, 2024

SELL
$171.0 - $200.41 $53,694 - $62,928
-314 Reduced 3.08%
9,892 $1.92 Million
Q1 2024

May 10, 2024

BUY
$186.68 - $218.81 $122,275 - $143,320
655 Added 6.86%
10,206 $2.02 Million
Q4 2023

Feb 13, 2024

BUY
$157.68 - $217.16 $146,957 - $202,393
932 Added 10.81%
9,551 $2.06 Million
Q3 2023

Nov 08, 2023

BUY
$159.69 - $198.36 $47,747 - $59,309
299 Added 3.59%
8,619 $1.42 Million
Q2 2023

Aug 10, 2023

SELL
$182.0 - $211.26 $4.21 Million - $4.89 Million
-23,139 Reduced 73.55%
8,320 $1.61 Million
Q1 2023

May 02, 2023

BUY
$191.2 - $232.77 $870,916 - $1.06 Million
4,555 Added 16.93%
31,459 $6.43 Million
Q4 2022

Feb 14, 2023

SELL
$185.4 - $223.6 $458,123 - $552,515
-2,471 Reduced 8.41%
26,904 $5.7 Million
Q3 2022

Nov 08, 2022

SELL
$213.72 - $281.52 $615,086 - $810,214
-2,878 Reduced 8.92%
29,375 $6.31 Million
Q2 2022

Aug 11, 2022

SELL
$224.72 - $268.62 $534,384 - $638,778
-2,378 Reduced 6.87%
32,253 $8.24 Million
Q1 2022

May 12, 2022

SELL
$226.87 - $286.38 $93,470 - $117,988
-412 Reduced 1.18%
34,631 $8.7 Million
Q4 2021

Feb 10, 2022

SELL
$257.53 - $292.5 $2.93 Million - $3.33 Million
-11,393 Reduced 24.53%
35,043 $10.3 Million
Q3 2021

Nov 04, 2021

BUY
$265.41 - $303.62 $3.36 Million - $3.85 Million
12,676 Added 37.55%
46,436 $12.3 Million
Q2 2021

Aug 16, 2021

BUY
$240.06 - $272.79 $612,393 - $695,887
2,551 Added 8.17%
33,760 $9.12 Million
Q1 2021

May 06, 2021

BUY
$198.66 - $241.83 $1.59 Million - $1.94 Million
8,028 Added 34.63%
31,209 $7.46 Million
Q4 2020

Feb 11, 2021

BUY
$216.72 - $246.38 $213,685 - $242,930
986 Added 4.44%
23,181 $5.2 Million
Q3 2020

Nov 13, 2020

BUY
$235.71 - $271.29 $640,895 - $737,637
2,719 Added 13.96%
22,195 $5.37 Million
Q2 2020

Aug 17, 2020

BUY
$206.97 - $267.39 $687,968 - $888,804
3,324 Added 20.58%
19,476 $5.04 Million
Q1 2020

May 15, 2020

BUY
$179.09 - $256.9 $214,191 - $307,252
1,196 Added 8.0%
16,152 $3.52 Million
Q4 2019

Feb 14, 2020

BUY
$205.69 - $229.82 $2.77 Million - $3.09 Million
13,450 Added 893.09%
14,956 $3.44 Million
Q3 2019

Nov 13, 2019

SELL
$202.3 - $241.07 $27,917 - $33,267
-138 Reduced 8.39%
1,506 $333,000
Q1 2019

May 08, 2019

SELL
$156.74 - $197.06 $4,702 - $5,911
-30 Reduced 1.79%
1,644 $324,000
Q4 2018

Feb 06, 2019

BUY
$140.68 - $167.63 $235,498 - $280,612
1,674 New
1,674 $265,000
Q3 2018

Nov 05, 2018

SELL
$140.38 - $151.17 $198,637 - $213,905
-1,415 Closed
0 $0
Q2 2018

Aug 01, 2018

BUY
$135.1 - $144.26 $191,166 - $204,127
1,415 New
1,415 $204,000

Others Institutions Holding AMT

About AMERICAN TOWER CORP


  • Ticker AMT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 465,587,008
  • Market Cap $80.8B
  • Description
  • American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the ?Earnings Materials? and ?Investor Presentations? sections of our...
More about AMT
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.