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West Financial Advisors’s American Tower AMT Stock Holding History

West 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
Q3 		– Sell
-36
Closed -$7.96K – 194
2025
Q2 		$7.96K Hold
36
– – ﹤0.01% 157
2025
Q1 		$7.83K Hold
36
– – ﹤0.01% 158
2024
Q4 		$6.6K Hold
36
– – ﹤0.01% 161
2024
Q3 		$8.37K Hold
36
– – ﹤0.01% 156
2024
Q2 		$7K Hold
36
– – ﹤0.01% 132
2024
Q1 		$7.11K Hold
36
– – ﹤0.01% 129
2023
Q4 		$7.77K Hold
36
– – ﹤0.01% 131
2023
Q3 		$5.92K Hold
36
– – ﹤0.01% 151
2023
Q2 		$6.98K Buy
+36
New +$7.04K ﹤0.01% 136

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

West Financial Advisors's AMT Position: Q3 2025 in Review

West Financial Advisors sold out of American Tower (AMT) in Q3 2025, closing a stake of 36 shares — an estimated $7.96K sold.

West Financial Advisors first reported a position in AMT in Q2 2023 and held it in 9 quarters. The position peaked at $8.37K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • West Financial Advisors reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 36 American Tower shares in Q3 2025, an estimated $7.96K.
  • West Financial Advisors first reported a position in American Tower in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's American Tower position peaked at $8.37K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.