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Northwest Financial Advisors’s American Tower AMT Stock Holding History

Northwest 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
2024
Q4 		– Sell
-70
Closed -$16.4K – 129
2024
Q3 		$16.4K Buy
+70
New +$15.5K 0.01% 345
2024
Q1 		– Sell
-69
Closed -$14.8K – 107
2023
Q4 		$14.8K Buy
+69
New +$13K 0.01% 340

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northwest Financial Advisors's AMT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of American Tower (AMT) in Q4 2024, closing a stake of 70 shares — an estimated $16.4K sold.

Northwest Financial Advisors first reported a position in AMT in Q4 2023 and held it in 2 quarters. The position peaked at $16.4K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 70 American Tower shares in Q4 2024, an estimated $16.4K.
  • Northwest Financial Advisors first reported a position in American Tower in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's American Tower position peaked at $16.4K in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.