Investment Partners’s American Tower AMT Stock Holding History

Investment 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 Q4	–	Sell	-1,629	Closed	-$379K	–	148
2024 Q3	$379K	Sell	1,629 -28	-2%	-$6.21K	0.16%	110
2024 Q2	$322K	Sell	1,657 -32	-2%	-$5.98K	0.14%	116
2024 Q1	$334K	Buy	1,689 +85	+5%	+$16.9K	0.15%	114
2023 Q4	$346K	Sell	1,604 -78	-5%	-$14.7K	0.17%	104
2023 Q3	$277K	Buy	1,682 +2	+0.1%	+$365	0.15%	114
2023 Q2	$326K	Buy	1,680 +92	+6%	+$18K	0.17%	109
2023 Q1	$325K	Sell	1,588 -399	-20%	-$83.7K	0.17%	112
2022 Q4	$421K	Sell	1,987 -333	-14%	-$69.3K	0.22%	96
2022 Q3	$498K	Buy	2,320 +430	+23%	+$110K	0.15%	135
2022 Q2	$483K	Buy	1,890 +1	+0.1%	+$251	0.24%	92
2022 Q1	$475K	Sell	1,889 -30	-2%	-$7.32K	0.2%	90
2021 Q4	$561K	Buy	1,919 +224	+13%	+$61.2K	0.23%	86
2021 Q3	$450K	Buy	1,695 +356	+27%	+$101K	0.2%	92
2021 Q2	$362K	Buy	1,339 +373	+39%	+$95.1K	0.17%	114
2021 Q1	$231K	Buy	+966	New	+$215K	0.11%	142

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

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 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