Green Alpha Advisors’s American Tower AMT Stock Holding History

Green Alpha Advisors’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 Q1	–	Sell	-3,484	Closed	-$639K	–	113
2024 Q4	$639K	Sell	3,484 -328	-9%	-$68K	0.51%	66
2024 Q3	$887K	Sell	3,812 -168	-4%	-$37.3K	0.7%	52
2024 Q2	$774K	Sell	3,980 -230	-5%	-$43K	0.62%	60
2024 Q1	$832K	Buy	4,210 +1	+0%	+$199	0.6%	58
2023 Q4	$909K	Buy	4,209 +566	+16%	+$107K	0.66%	61
2023 Q3	$599K	Buy	3,643 +1,149	+46%	+$210K	0.46%	82
2023 Q2	$484K	Sell	2,494 -113	-4%	-$22.1K	0.32%	109
2023 Q1	$533K	Buy	2,607 +954	+58%	+$200K	0.37%	99
2022 Q4	$350K	Sell	1,653 -1,621	-50%	-$337K	0.29%	112
2022 Q3	$703K	Buy	3,274 +232	+8%	+$59.6K	0.6%	76
2022 Q2	$777K	Sell	3,042 -1,084	-26%	-$272K	0.18%	95
2022 Q1	$1.04M	Buy	4,126 +218	+6%	+$53.2K	0.7%	59
2021 Q4	$1.14M	Buy	3,908 +55	+1%	+$15K	0.77%	57
2021 Q3	$1.02M	Buy	3,853 +206	+6%	+$58.7K	0.71%	66
2021 Q2	$985K	Buy	+3,647	New	+$929K	0.67%	70

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T 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

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