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Arcadia Investment Advisors’s American Tower AMT Stock Holding History

Arcadia Investment 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
2021
Q3 		– Sell
-3
Closed -$810 – 121
2021
Q2 		$810 Buy
+3
New +$765 ﹤0.01% 189

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

Arcadia Investment Advisors's AMT Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of American Tower (AMT) in Q3 2021, closing a stake of 3 shares — an estimated $810 sold.

Arcadia Investment Advisors first reported a position in AMT in Q2 2021 and held it in 1 quarter. The position peaked at $810 in Q2 2021. 1,672 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 3 American Tower shares in Q3 2021, an estimated $810.
  • Arcadia Investment Advisors first reported a position in American Tower in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's American Tower position peaked at $810 in Q2 2021.
  • 1,672 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.