Key Client Fiduciary Advisors’s American Tower AMT Stock Holding History

Key Client Fiduciary 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
2024 Q4	–	Sell	-1,140	Closed	-$265K	–	196
2024 Q3	$265K	Buy	1,140 +8	+0.7%	+$1.77K	0.12%	161
2024 Q2	$220K	Sell	1,132 -47	-4%	-$8.79K	0.11%	167
2024 Q1	$233K	Buy	1,179 +115	+11%	+$22.9K	0.12%	153
2023 Q4	$230K	Buy	+1,064	New	+$201K	0.13%	153
2023 Q3	–	Sell	-1,165	Closed	-$226K	–	170
2023 Q2	$226K	Sell	1,165 -63	-5%	-$12.3K	0.13%	156
2023 Q1	$251K	Buy	1,228 +15	+1%	+$3.15K	0.16%	139
2022 Q4	$257K	Buy	+1,213	New	+$252K	0.17%	125

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Key Client Fiduciary Advisors's AMT Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 1,140 shares — an estimated $265K sold.

Key Client Fiduciary Advisors first reported a position in AMT in Q4 2022 and held it in 7 quarters. The position peaked at $265K in Q3 2024. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

Key Client Fiduciary Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 1,140 American Tower shares in Q4 2024, an estimated $265K.
Key Client Fiduciary Advisors first reported a position in American Tower in Q4 2022 and held it in 7 quarters.
Key Client Fiduciary Advisors's American Tower position peaked at $265K in Q3 2024.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.