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Aaron Wealth Advisors’s American Tower AMT Stock Holding History

Aaron 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
2022
Q2 		– Sell
-460
Closed -$116K – 225
2022
Q1 		$116K Buy
+460
New +$112K 0.03% 253
2021
Q1 		– Sell
-2,400
Closed -$538K – 152
2020
Q4 		$538K Buy
+2,400
New +$558K 0.2% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Aaron Wealth Advisors's AMT Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of American Tower (AMT) in Q2 2022, closing a stake of 460 shares — an estimated $116K sold.

Aaron Wealth Advisors first reported a position in AMT in Q4 2020 and held it in 2 quarters. The position peaked at $538K in Q4 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 460 American Tower shares in Q2 2022, an estimated $116K.
  • Aaron Wealth Advisors first reported a position in American Tower in Q4 2020 and held it in 2 quarters.
  • Aaron Wealth Advisors's American Tower position peaked at $538K in Q4 2020.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.