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McClarren Financial Advisors’s American Tower AMT Stock Holding History

McClarren Financial 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
Q2 		– Sell
-170
Closed -$37K – 93
2025
Q1 		$37K Hold
170
– – 0.02% 154
2024
Q4 		$31K Buy
170
+1
+0.6% +$207 0.09% 106
2024
Q3 		$39K Sell
169
-219
-56% -$48.6K ﹤0.01% 132
2024
Q2 		$32K Buy
388
+261
+206% +$48.8K 0.02% 177
2024
Q1 		$25K Sell
127
-41
-24% -$8.17K 0.02% 192
2023
Q4 		$36K Buy
168
+2
+1% +$378 0.03% 184
2023
Q3 		$27K Buy
+166
New +$30.3K 0.02% 186
2023
Q2 		– Sell
-162
Closed -$32K – 331
2023
Q1 		$32K Hold
162
– – 0.03% 171
2022
Q4 		$34K Buy
162
+1
+0.6% +$208 0.03% 172
2022
Q3 		$34K Buy
+161
New +$41.4K 0.03% 161
2022
Q2 		– Sell
-159
Closed -$40K – 47
2022
Q1 		$40K Sell
159
-1
-0.6% -$244 0.03% 140
2021
Q4 		$47K Buy
160
+3
+2% +$820 0.03% 144
2021
Q3 		$41K Buy
157
+40
+34% +$11.4K 0.03% 129
2021
Q2 		$31K Hold
117
– – 0.03% 148
2021
Q1 		$28K Buy
117
+2
+2% +$445 0.03% 136
2020
Q4 		$26K Buy
+115
New +$26.7K 0.03% 127

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McClarren Financial Advisors's AMT Position: Q2 2025 in Review

McClarren Financial Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 170 shares — an estimated $37K sold.

McClarren Financial Advisors first reported a position in AMT in Q4 2020 and held it in 16 quarters. The position peaked at $47K in Q4 2021. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • McClarren Financial Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 170 American Tower shares in Q2 2025, an estimated $37K.
  • McClarren Financial Advisors first reported a position in American Tower in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's American Tower position peaked at $47K in Q4 2021.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.