Aft Forsyth & Sober’s American Tower AMT Stock Holding History

Aft Forsyth & Sober’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	-8,000	Closed	-$1.14M	–	78
2024 Q3	$1.14M	Buy	8,000 +1,800	+29%	+$399K	0.38%	71
2024 Q2	$1.21M	Hold	6,200	–	–	0.41%	67
2024 Q1	$1.23M	Hold	6,200	–	–	0.43%	68
2023 Q4	$1.34M	Hold	6,200	–	–	0.52%	62
2023 Q3	$1.02M	Hold	6,200	–	–	0.43%	71
2023 Q2	$1.2M	Hold	6,200	–	–	0.5%	61
2023 Q1	$1.27M	Hold	6,200	–	–	0.64%	51
2022 Q4	$1.31M	Hold	6,200	–	–	0.59%	50
2022 Q3	$1.33M	Hold	6,200	–	–	0.65%	43
2022 Q2	$1.58M	Hold	6,200	–	–	0.74%	35
2022 Q1	$1.56M	Hold	6,200	–	–	0.61%	44
2021 Q4	$1.81M	Hold	6,200	–	–	0.64%	34
2021 Q3	$1.65M	Buy	6,200 +1,000	+19%	+$285K	0.62%	40
2021 Q2	$1.41M	Hold	5,200	–	–	0.53%	38
2021 Q1	$1.24M	Buy	+5,200	New	+$1.16M	0.51%	42
2020 Q3	–	Sell	-250	Closed	-$65K	–	33
2020 Q2	$65K	Buy	+250	New	+$61.8K	0.46%	27

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Aft Forsyth & Sober's AMT Position: Q4 2024 in Review

Aft Forsyth & Sober sold out of American Tower (AMT) in Q4 2024, closing a stake of 8,000 shares — an estimated $1.14M sold.

Aft Forsyth & Sober first reported a position in AMT in Q2 2020 and held it in 16 quarters. The position peaked at $1.81M in Q4 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Aft Forsyth & Sober reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Aft Forsyth & Sober sold 8,000 American Tower shares in Q4 2024, an estimated $1.14M.
Aft Forsyth & Sober first reported a position in American Tower in Q2 2020 and held it in 16 quarters.
Aft Forsyth & Sober's American Tower position peaked at $1.81M in Q4 2021.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Aft Forsyth & Sober's 13F filing for Q4 2024, filed 14 Feb 2025.