AIA
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Affinity Investment Advisors’s American Tower AMT Stock Holding History

Affinity Investment Advisors’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 		– Sell
-951
Closed -$221K – 132
2024
Q3 		$221K Buy
+951
New +$211K 0.15% 126
2024
Q2 		– Sell
-1,023
Closed -$202K – 123
2024
Q1 		$202K Sell
1,023
-4
-0.4% -$797 0.15% 122
2023
Q4 		$222K Buy
+1,027
New +$194K 0.15% 169
2023
Q3 		– Sell
-2,879
Closed -$558K – 181
2023
Q2 		$558K Sell
2,879
-18
-0.6% -$3.52K 0.32% 120
2023
Q1 		$592K Buy
+2,897
New +$608K 0.32% 127
2021
Q2 		– Sell
-4,620
Closed -$1.1M – 159
2021
Q1 		$1.1M Sell
4,620
-20
-0.4% -$4.45K 0.4% 69
2020
Q4 		$1.04M Hold
4,640
– – 0.42% 62
2020
Q3 		$1.12M Buy
4,640
+1,220
+36% +$309K 0.49% 57
2020
Q2 		$884K Buy
+3,420
New +$846K 0.42% 65

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return