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Visionary Wealth Advisors’s American Tower AMT Stock Holding History

Visionary Wealth 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
Q3 		– Sell
-1,161
Closed -$257K – 593
2025
Q2 		$257K Buy
1,161
+6
+0.5% +$1.29K 0.01% 499
2025
Q1 		$251K Sell
1,155
-44
-4% -$8.63K 0.02% 482
2024
Q4 		$220K Sell
1,199
-20
-2% -$4.14K 0.01% 499
2024
Q3 		$284K Buy
1,219
+10
+0.8% +$2.22K 0.02% 442
2024
Q2 		$235K Buy
1,209
+12
+1% +$2.24K 0.02% 462
2024
Q1 		$236K Sell
1,197
-52
-4% -$10.4K 0.02% 446
2023
Q4 		$270K Buy
1,249
+5
+0.4% +$945 0.02% 410
2023
Q3 		$205K Sell
1,244
-147
-11% -$26.9K 0.02% 424
2023
Q2 		$270K Buy
1,391
+55
+4% +$10.8K 0.02% 383
2023
Q1 		$273K Buy
1,336
+33
+3% +$6.92K 0.02% 369
2022
Q4 		$276K Buy
1,303
+3
+0.2% +$624 0.03% 337
2022
Q3 		$279K Sell
1,300
-218
-14% -$56K 0.03% 312
2022
Q2 		$388K Sell
1,518
-399
-21% -$100K 0.03% 274
2022
Q1 		$482K Buy
1,917
+188
+11% +$45.9K 0.04% 256
2021
Q4 		$506K Buy
1,729
+257
+17% +$70.2K 0.04% 232
2021
Q3 		$391K Sell
1,472
-239
-14% -$68.1K 0.04% 216
2021
Q2 		$462K Sell
1,711
-187
-10% -$47.7K 0.05% 209
2021
Q1 		$454K Buy
1,898
+516
+37% +$115K 0.05% 205
2020
Q4 		$310K Buy
1,382
+187
+16% +$43.5K 0.03% 227
2020
Q3 		$289K Buy
1,195
+156
+15% +$39.6K 0.04% 194
2020
Q2 		$268K Buy
+1,039
New +$257K 0.04% 184

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Visionary Wealth Advisors's AMT Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 1,161 shares — an estimated $257K sold.

Visionary Wealth Advisors first reported a position in AMT in Q2 2020 and held it in 21 quarters. The position peaked at $506K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,161 American Tower shares in Q3 2025, an estimated $257K.
  • Visionary Wealth Advisors first reported a position in American Tower in Q2 2020 and held it in 21 quarters.
  • Visionary Wealth Advisors's American Tower position peaked at $506K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.