AWC
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Abundance Wealth Counselors’s American Tower AMT Stock Holding History

Abundance Wealth Counselors’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
2021
Q2 		– Sell
-220
Closed -$53K – 114
2021
Q1 		$53K Buy
+220
New +$49K 0.01% 162

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abundance Wealth Counselors's AMT Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of American Tower (AMT) in Q2 2021, closing a stake of 220 shares — an estimated $53K sold.

Abundance Wealth Counselors first reported a position in AMT in Q1 2021 and held it in 1 quarter. The position peaked at $53K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 220 American Tower shares in Q2 2021, an estimated $53K.
  • Abundance Wealth Counselors first reported a position in American Tower in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's American Tower position peaked at $53K in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.