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Rise Advisors’s American Tower AMT Stock Holding History

Rise 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
Q4 		– Sell
-559
Closed -$108K – 174
2025
Q3 		$108K Buy
559
+11
+2% +$2.29K 0.04% 153
2025
Q2 		$121K Buy
548
+9
+2% +$1.94K 0.05% 132
2025
Q1 		$117K Buy
539
+280
+108% +$54.9K 0.05% 132
2024
Q4 		$47.5K Buy
259
+5
+2% +$1.04K 0.02% 238
2024
Q3 		$59.1K Buy
254
+2
+0.8% +$443 0.03% 212
2024
Q2 		$49K Buy
252
+2
+0.8% +$374 0.03% 236
2024
Q1 		$49.4K Buy
+250
New +$49.8K 0.03% 234
2023
Q4 		– Sell
-97
Closed -$16K – 622
2023
Q3 		$16K Buy
97
+77
+385% +$14.1K 0.01% 257
2023
Q2 		$3.86K Buy
20
+12
+150% +$2.35K ﹤0.01% 442
2023
Q1 		$1.58K Hold
8
– – ﹤0.01% 596
2022
Q4 		$1.63K Hold
8
– – ﹤0.01% 596
2022
Q3 		$2K Hold
8
– – ﹤0.01% 527
2022
Q2 		$2K Hold
8
– – ﹤0.01% 534
2022
Q1 		$2K Hold
8
– – ﹤0.01% 516
2021
Q4 		$2.2K Buy
+8
New +$2.19K ﹤0.01% 522

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return