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Financial Advocates Investment Management’s American Tower AMT Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-1,687
Closed -$392K – 755
2024
Q3 		$392K Buy
1,687
+65
+4% +$14.4K 0.02% 532
2024
Q2 		$315K Sell
1,622
-319
-16% -$59.6K 0.02% 566
2024
Q1 		$384K Buy
1,941
+104
+6% +$20.7K 0.02% 519
2023
Q4 		$397K Sell
1,837
-51
-3% -$9.64K 0.03% 476
2023
Q3 		$311K Sell
1,888
-50
-3% -$9.13K 0.02% 511
2023
Q2 		$376K Sell
1,938
-199
-9% -$38.9K 0.03% 459
2023
Q1 		$437K Sell
2,137
-1,532
-42% -$321K 0.03% 458
2022
Q4 		$777K Sell
3,669
-719
-16% -$150K 0.06% 342
2022
Q3 		$813K Buy
4,388
+1,239
+39% +$318K 0.07% 298
2022
Q2 		$805K Sell
3,149
-287
-8% -$72K 0.07% 304
2022
Q1 		$864K Sell
3,436
-34
-1% -$8.3K 0.06% 326
2021
Q4 		$1.01M Sell
3,470
-120
-3% -$32.8K 0.06% 315
2021
Q3 		$953K Sell
3,590
-258
-7% -$73.5K 0.06% 324
2021
Q2 		$1.04M Sell
3,848
-242
-6% -$61.7K 0.07% 310
2021
Q1 		$978K Sell
4,090
-337
-8% -$75K 0.07% 321
2020
Q4 		$994K Buy
4,427
+117
+3% +$27.2K 0.07% 307
2020
Q3 		$1.04M Buy
4,310
+8
+0.2% +$2.03K 0.09% 240
2020
Q2 		$1.11M Buy
4,302
+207
+5% +$51.2K 0.11% 232
2020
Q1 		$892K Buy
4,095
+292
+8% +$68K 0.13% 194
2019
Q4 		$874K Buy
3,803
+632
+20% +$138K 0.09% 226
2019
Q3 		$701K Buy
3,171
+139
+5% +$30.3K 0.08% 235
2019
Q2 		$620K Sell
3,032
-76
-2% -$15.3K 0.07% 251
2019
Q1 		$613K Buy
3,108
+12
+0.4% +$2.1K 0.08% 237
2018
Q4 		$490K Sell
3,096
-257
-8% -$40.2K 0.07% 247
2018
Q3 		$487K Buy
3,353
+1,220
+57% +$179K 0.05% 288
2018
Q2 		$308K Buy
2,133
+123
+6% +$17.1K 0.04% 360
2018
Q1 		$293K Sell
2,010
-74
-4% -$10.4K 0.04% 372
2017
Q4 		$298K Buy
+2,084
New +$298K 0.04% 361

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $344B AUM 42.99% 1-Year Est. Return

Financial Advocates Investment Management's AMT Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,687 shares — an estimated $392K sold.

Financial Advocates Investment Management first reported a position in AMT in Q4 2017 and held it in 28 quarters. The position peaked at $1.11M in Q2 2020. 1,796 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,687 American Tower shares in Q4 2024, an estimated $392K.
  • Financial Advocates Investment Management first reported a position in American Tower in Q4 2017 and held it in 28 quarters.
  • Financial Advocates Investment Management's American Tower position peaked at $1.11M in Q2 2020.
  • 1,796 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.