AWA
AMT icon

Amplius Wealth Advisors’s American Tower AMT Stock Holding History

Amplius 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
-1,352
Closed -$339K – 174
2022
Q1 		$339K Sell
1,352
-20
-1% -$4.88K 0.05% 125
2021
Q4 		$401K Buy
+1,372
New +$375K 0.06% 127

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of American Tower (AMT) in Q2 2022, closing a stake of 1,352 shares — an estimated $339K sold.

Amplius Wealth Advisors first reported a position in AMT in Q4 2021 and held it in 2 quarters. The position peaked at $401K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Amplius Wealth Advisors reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,352 American Tower shares in Q2 2022, an estimated $339K.
  • Amplius Wealth Advisors first reported a position in American Tower in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's American Tower position peaked at $401K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.