Optimum Investment Advisors’s American Tower AMT Stock Holding History

Optimum Investment 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	-9	Closed	-$1.96K	–	615
2025 Q1	$1.96K	Buy	+9	New	+$1.77K	﹤0.01%	596
2023 Q4	–	Sell	-17	Closed	-$2.8K	–	642
2023 Q3	$2.8K	Hold	17	–	–	﹤0.01%	640
2023 Q2	$3.3K	Hold	17	–	–	﹤0.01%	637
2023 Q1	$3.47K	Hold	17	–	–	﹤0.01%	645
2022 Q4	$3.6K	Hold	17	–	–	﹤0.01%	645
2022 Q3	$4K	Buy	+17	New	+$4.37K	﹤0.01%	669
2015 Q1	$56K	Hold	600	–	–	0.02%	486
2014 Q4	$59K	Hold	600	–	–	0.02%	463
2014 Q3	$56K	Hold	600	–	–	0.02%	457
2014 Q2	$54K	Hold	600	–	–	0.02%	473
2014 Q1	$49K	Hold	600	–	–	0.02%	402
2013 Q4	$48K	Buy	600 +300	+100%	+$23.3K	0.02%	399
2013 Q3	$22K	Buy	+300	New	+$21.7K	0.01%	476

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

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's AMT Position: Q2 2025 in Review

Optimum Investment Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 9 shares — an estimated $1.96K sold.

Optimum Investment Advisors first reported a position in AMT in Q3 2013 and held it in 13 quarters. The position peaked at $59K in Q4 2014. 1,847 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

Optimum Investment Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
Optimum Investment Advisors sold 9 American Tower shares in Q2 2025, an estimated $1.96K.
Optimum Investment Advisors first reported a position in American Tower in Q3 2013 and held it in 13 quarters.
Optimum Investment Advisors's American Tower position peaked at $59K in Q4 2014.
1,847 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.