Gould Capital’s American Tower AMT Stock Holding History

Gould 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 Q2	–	Sell	-9	Closed	-$1.96K	–	216
2025 Q1	$1.96K	Hold	9	–	–	﹤0.01%	180
2024 Q4	$1.65K	Sell	9 -99	-92%	-$20.5K	﹤0.01%	185
2024 Q3	$25.1K	Sell	108 -22	-17%	-$4.88K	0.02%	119
2024 Q2	$25.3K	Hold	130	–	–	0.02%	114
2024 Q1	$25.7K	Hold	130	–	–	0.02%	109
2023 Q4	$28.1K	Hold	130	–	–	0.02%	107
2023 Q3	$21K	Hold	130	–	–	0.02%	110
2023 Q2	$25.2K	Hold	130	–	–	0.02%	105
2023 Q1	$26.6K	Sell	130 -41	-24%	-$8.6K	0.02%	105
2022 Q4	$36.2K	Hold	171	–	–	0.03%	91
2022 Q3	$37K	Hold	171	–	–	0.03%	83
2022 Q2	$44K	Hold	171	–	–	0.04%	76
2022 Q1	$43K	Sell	171 -11,863	-99%	-$2.89M	0.03%	85
2021 Q4	$3.52M	Buy	+12,034	New	+$3.29M	2.46%	15

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

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