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Resurgent Financial Advisors’s American Tower AMT Stock Holding History

Resurgent 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
-1,577
Closed -$343K – 188
2025
Q1 		$343K Buy
1,577
+23
+1% +$4.51K 0.21% 130
2024
Q4 		$285K Sell
1,554
-16
-1% -$3.31K 0.17% 141
2024
Q3 		$365K Buy
1,570
+30
+2% +$6.65K 0.21% 133
2024
Q2 		$299K Sell
1,540
-15
-1% -$2.8K 0.19% 140
2024
Q1 		$307K Sell
1,555
-16
-1% -$3.19K 0.16% 150
2023
Q4 		$339K Buy
1,571
+445
+40% +$84.1K 0.21% 123
2023
Q3 		$185K Buy
1,126
+77
+7% +$14.1K 0.13% 157
2023
Q2 		$203K Buy
1,049
+227
+28% +$44.4K 0.13% 143
2023
Q1 		$168K Sell
822
-953
-54% -$200K 0.11% 169
2022
Q4 		$376K Buy
1,775
+534
+43% +$111K 0.2% 117
2022
Q3 		$266K Buy
1,241
+113
+10% +$29K 0.18% 147
2022
Q2 		$288K Buy
1,128
+119
+12% +$29.9K 0.18% 139
2022
Q1 		$253K Buy
1,009
+193
+24% +$47.1K 0.16% 143
2021
Q4 		$239K Buy
+816
New +$223K 0.19% 104

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

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

Resurgent Financial Advisors sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,577 shares — an estimated $343K sold.

Resurgent Financial Advisors first reported a position in AMT in Q4 2021 and held it in 14 quarters. The position peaked at $376K in Q4 2022. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Resurgent Financial Advisors reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,577 American Tower shares in Q2 2025, an estimated $343K.
  • Resurgent Financial Advisors first reported a position in American Tower in Q4 2021 and held it in 14 quarters.
  • Resurgent Financial Advisors's American Tower position peaked at $376K in Q4 2022.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.