Garde Capital’s American Tower AMT Stock Holding History

Garde Capital’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 Q3	–	Sell	-610	Closed	-$135K	–	276
2025 Q2	$135K	Hold	610	–	–	0.01%	255
2025 Q1	$133K	Sell	610 -6	-1%	-$1.18K	0.01%	246
2024 Q4	$113K	Sell	616 -90	-13%	-$18.6K	0.01%	266
2024 Q3	$164K	Hold	706	–	–	0.01%	220
2024 Q2	$137K	Hold	706	–	–	0.01%	232
2024 Q1	$139K	Sell	706 -31	-4%	-$6.17K	0.01%	245
2023 Q4	$159K	Buy	+737	New	+$139K	0.01%	233
2022 Q4	–	Sell	-670	Closed	-$144K	–	252
2022 Q3	$144K	Hold	670	–	–	0.02%	202
2022 Q2	$171K	Sell	670 -12	-2%	-$3.01K	0.02%	200
2022 Q1	$171K	Hold	682	–	–	0.02%	215
2021 Q4	$199K	Hold	682	–	–	0.02%	212
2021 Q3	$181K	Hold	682	–	–	0.02%	209
2021 Q2	$184K	Buy	682 +244	+56%	+$62.2K	0.02%	207
2021 Q1	$105K	Buy	+438	New	+$97.5K	0.01%	247

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return