Financial Advisory Partners’s American Tower AMT Stock Holding History

Financial Advisory Partners’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 Q1	–	Sell	-21,098	Closed	-$4.55M	–	68
2023 Q4	$4.55M	Sell	21,098 -176	-0.8%	-$33.3K	1.66%	15
2023 Q3	$3.5M	Sell	21,274 -371	-2%	-$67.8K	1.41%	34
2023 Q2	$4.2M	Buy	21,645 +656	+3%	+$128K	1.62%	19
2023 Q1	$4.29M	Sell	20,989 -72	-0.3%	-$15.1K	1.7%	13
2022 Q4	$4.46M	Buy	21,061 +4,023	+24%	+$837K	1.84%	9
2022 Q3	$3.66M	Sell	17,038 -41	-0.2%	-$10.5K	1.59%	22
2022 Q2	$4.37M	Buy	17,079 +3,431	+25%	+$861K	1.8%	12
2022 Q1	$3.43M	Buy	13,648 +1,980	+17%	+$483K	1.27%	41
2021 Q4	$3.41M	Buy	+11,668	New	+$3.19M	1.25%	39

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

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

Financial Advisory Partners's AMT Position: Q1 2024 in Review

Financial Advisory Partners sold out of American Tower (AMT) in Q1 2024, closing a stake of 21,098 shares — an estimated $4.55M sold.

Financial Advisory Partners first reported a position in AMT in Q4 2021 and held it in 9 quarters. The position peaked at $4.55M in Q4 2023. 1,767 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

Financial Advisory Partners reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
Financial Advisory Partners sold 21,098 American Tower shares in Q1 2024, an estimated $4.55M.
Financial Advisory Partners first reported a position in American Tower in Q4 2021 and held it in 9 quarters.
Financial Advisory Partners's American Tower position peaked at $4.55M in Q4 2023.
1,767 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Financial Advisory Partners's 13F filing for Q1 2024, filed 17 Apr 2024.