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Cherry Tree Wealth Management’s American Tower AMT Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$8.8K Hold
51
– – ﹤0.01% 439
2025
Q4 		$8.96K Hold
51
– – ﹤0.01% 434
2025
Q3 		$9.81K Hold
51
– – ﹤0.01% 412
2025
Q2 		$11.3K Sell
51
-34
-40% -$7.34K ﹤0.01% 396
2025
Q1 		$18.5K Buy
85
+23
+37% +$4.51K ﹤0.01% 360
2024
Q4 		$11.4K Hold
62
– – ﹤0.01% 395
2024
Q3 		$14.4K Hold
62
– – ﹤0.01% 377
2024
Q2 		$12.1K Hold
62
– – ﹤0.01% 374
2024
Q1 		$12.3K Hold
62
– – ﹤0.01% 358
2023
Q4 		$13.4K Hold
62
– – ﹤0.01% 334
2023
Q3 		$10.2K Hold
62
– – ﹤0.01% 340
2023
Q2 		$12K Buy
+62
New +$12.1K ﹤0.01% 325

Other funds holding AMT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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