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Avantax Advisory Services’s American Tower AMT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$17.2M Sell
77,824
-2,809
-3% -$606K 0.09% 167
2025
Q1 		$17.5M Buy
80,633
+7,382
+10% +$1.45M 0.11% 144
2024
Q4 		$13.4M Sell
73,251
-3,605
-5% -$747K 0.08% 176
2024
Q3 		$17.9M Buy
76,856
+3,882
+5% +$861K 0.12% 136
2024
Q2 		$14.2M Buy
72,974
+41,778
+134% +$7.81M 0.1% 155
2024
Q1 		$6.16M Sell
31,196
-2,381
-7% -$474K 0.05% 259
2023
Q4 		$7.25M Buy
33,577
+2,274
+7% +$430K 0.07% 213
2023
Q3 		$5.15M Buy
31,303
+1,885
+6% +$344K 0.06% 252
2023
Q2 		$5.71M Buy
29,418
+18,775
+176% +$3.67M 0.07% 225
2023
Q1 		$2.17M Sell
10,643
-367
-3% -$77K 0.03% 416
2022
Q4 		$2.33M Buy
11,010
+384
+4% +$79.9K 0.03% 376
2022
Q3 		$2.28M Buy
10,626
+129
+1% +$33.1K 0.04% 348
2022
Q2 		$2.68M Buy
10,497
+1,153
+12% +$289K 0.04% 317
2022
Q1 		$2.35M Buy
9,344
+622
+7% +$152K 0.03% 343
2021
Q4 		$2.55M Buy
8,722
+1,658
+23% +$453K 0.04% 313
2021
Q3 		$1.88M Buy
7,064
+1,822
+35% +$519K 0.03% 349
2021
Q2 		$1.42M Buy
5,242
+99
+2% +$25.2K 0.03% 402
2021
Q1 		$1.23M Buy
5,143
+491
+11% +$109K 0.03% 385
2020
Q4 		$1.04M Sell
4,652
-5,691
-55% -$1.32M 0.02% 386
2020
Q3 		$2.5M Buy
10,343
+6,363
+160% +$1.61M 0.04% 321
2020
Q2 		$1.03M Sell
3,980
-1,597
-29% -$395K 0.03% 338
2020
Q1 		$1.21M Sell
5,577
-2,436
-30% -$567K 0.04% 269
2019
Q4 		$1.84M Buy
8,013
+1,914
+31% +$417K 0.04% 226
2019
Q3 		$1.35M Buy
6,099
+490
+9% +$107K 0.05% 172
2019
Q2 		$1.15M Buy
5,609
+338
+6% +$67.9K 0.05% 172
2019
Q1 		$1.04M Buy
5,271
+1,371
+35% +$240K 0.06% 173
2018
Q4 		$617K Buy
+3,900
New +$610K 0.1% 193

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's AMT Position: Q2 2025 in Review

Avantax Advisory Services reduced its American Tower (AMT) stake by 3.5% in Q2 2025, selling an estimated $606K and leaving 77,824 shares worth $17.2M. The position accounts for 0.09% of the portfolio, ranked #167.

Avantax Advisory Services first reported a position in AMT in Q4 2018 and has held it in 27 quarters since. The position peaked at $17.9M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Avantax Advisory Services held 77,824 shares of American Tower worth $17.2M as of Q2 2025.
  • Avantax Advisory Services sold 2,809 American Tower shares in Q2 2025, an estimated $606K.
  • American Tower made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #167 holding.
  • Avantax Advisory Services first reported a position in American Tower in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's American Tower position peaked at $17.9M in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.