Insight Folios Inc AMT β€” AMERICAN TOWER CORP NEW

Ownership history in Insight Folios Inc  Β·  13 quarters on record

AI Ownership Summary

Insight Folios Inc reported AMERICAN TOWER CORP NEW (AMT) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.27% in 2023 Q4. The latest visible filing shows AMT at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Folios Inc's position in AMERICAN TOWER CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

AMT was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Folios Inc held AMT β€” position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 3,019 +22 +0.7% 0.25% $702K 2024-11-14 (Est.) $184.66
2024 Q2 REDUCED β€” β€” β€” 2,997 -48 -1.6% 0.24% $583K 2024-07-18 $198.28
2024 Q1 ADDED β€” β€” β€” 3,045 +106 +3.6% 0.24% $602K 2024-04-19 $159.91
2023 Q4 ADDED β€” β€” β€” 2,939 +22 +0.8% 0.27% $634K 2024-01-10 $193.34
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Insight Folios Inc and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Folios Inc reported owning AMT?

Insight Folios Inc reported AMT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported AMT position in Insight Folios Inc's portfolio?

The largest reported portfolio weight for AMT was 0.27% in 2023 Q4.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2024 Q3, when Insight Folios Inc reported 3,019 shares, equal to 0.25% of portfolio, with an estimated market value of $702K.

What does the chart on this AMT ownership page compare?

The chart compares Insight Folios Inc's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Insight Folios Inc time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, Insight Folios Inc correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on AMT relative to SPY over the holding period was -16.7%.

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