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 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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Affinity Investment Advisors's AMT Position: Q4 2024 in Review

Affinity Investment Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 951 shares — an estimated $221K sold.

Affinity Investment Advisors first reported a position in AMT in Q2 2020 and held it in 9 quarters. The position peaked at $1.12M in Q3 2020. 1,799 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Affinity Investment Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Affinity Investment Advisors sold 951 American Tower shares in Q4 2024, an estimated $221K.
Affinity Investment Advisors first reported a position in American Tower in Q2 2020 and held it in 9 quarters.
Affinity Investment Advisors's American Tower position peaked at $1.12M in Q3 2020.
1,799 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Affinity Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.