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Wealth Alliance Advisory Group’s American Tower AMT Stock Holding History

Wealth Alliance Advisory Group’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
-1,050
Closed -$228K – 188
2025
Q1 		$228K Sell
1,050
-382
-27% -$74.9K 0.05% 172
2024
Q4 		$263K Sell
1,432
-5
-0.3% -$1.04K 0.06% 154
2024
Q3 		$334K Hold
1,437
– – 0.07% 135
2024
Q2 		$279K Buy
1,437
+2
+0.1% +$374 0.06% 150
2024
Q1 		$284K Hold
1,435
– – 0.07% 148
2023
Q4 		$310K Sell
1,435
-104
-7% -$19.7K 0.08% 136
2023
Q3 		$253K Sell
1,539
-1,988
-56% -$363K 0.08% 144
2023
Q2 		$684K Sell
3,527
-260
-7% -$50.8K 0.24% 67
2023
Q1 		$774K Buy
3,787
+229
+6% +$48K 0.29% 57
2022
Q4 		$754K Buy
3,558
+540
+18% +$112K 0.29% 59
2022
Q3 		$648K Sell
3,018
-4
-0.1% -$1.03K 0.29% 57
2022
Q2 		$772K Buy
3,022
+477
+19% +$120K 0.36% 47
2022
Q1 		$639K Buy
2,545
+189
+8% +$46.1K 0.28% 62
2021
Q4 		$689K Buy
2,356
+439
+23% +$120K 0.3% 61
2021
Q3 		$509K Sell
1,917
-2
-0.1% -$570 0.25% 67
2021
Q2 		$519K Buy
1,919
+141
+8% +$35.9K 0.25% 69
2021
Q1 		$425K Buy
1,778
+211
+13% +$47K 0.22% 76
2020
Q4 		$352K Buy
1,567
+377
+32% +$87.6K 0.19% 87
2020
Q3 		$288K Buy
1,190
+163
+16% +$41.3K 0.17% 89
2020
Q2 		$266K Sell
1,027
-8
-0.8% -$1.98K 0.16% 88
2020
Q1 		$225K Buy
1,035
+50
+5% +$11.6K 0.17% 93
2019
Q4 		$226K Buy
985
+20
+2% +$4.36K 0.13% 121
2019
Q3 		$217K Buy
965
+3
+0.3% +$655 0.13% 113
2019
Q2 		$203K Buy
+962
New +$193K 0.13% 118

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
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

Wealth Alliance Advisory Group's AMT Position: Q2 2025 in Review

Wealth Alliance Advisory Group sold out of American Tower (AMT) in Q2 2025, closing a stake of 1,050 shares — an estimated $228K sold.

Wealth Alliance Advisory Group first reported a position in AMT in Q2 2019 and held it in 24 quarters. The position peaked at $774K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Wealth Alliance Advisory Group reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,050 American Tower shares in Q2 2025, an estimated $228K.
  • Wealth Alliance Advisory Group first reported a position in American Tower in Q2 2019 and held it in 24 quarters.
  • Wealth Alliance Advisory Group's American Tower position peaked at $774K in Q1 2023.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2025, filed 7 Jul 2025.