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 $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

Wellington Management Group

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

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments

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

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