Avondale Wealth Management’s American Tower AMT Stock Holding History

Avondale Wealth Management’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	-10	Closed	-$3K	–	112
2022 Q1	$3K	Buy	+10	New	+$2.44K	﹤0.01%	113
2021 Q1	–	Sell	-110	Closed	-$25K	–	99
2020 Q4	$25K	Hold	110	–	–	0.03%	73
2020 Q3	$27K	Hold	110	–	–	0.04%	65
2020 Q2	$28K	Hold	110	–	–	0.04%	57
2020 Q1	$24K	Hold	110	–	–	0.04%	62
2019 Q4	$25K	Hold	110	–	–	0.04%	66
2019 Q3	$24K	Hold	110	–	–	0.04%	66
2019 Q2	$22K	Hold	110	–	–	0.02%	75
2019 Q1	$22K	Hold	110	–	–	0.02%	76
2018 Q4	$17K	Hold	110	–	–	0.01%	75
2018 Q3	$16K	Hold	110	–	–	0.02%	75
2018 Q2	$16K	Hold	110	–	–	0.01%	70
2018 Q1	$15K	Hold	110	–	–	0.01%	72
2017 Q4	$16K	Buy	+110	New	+$15.7K	0.01%	79

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Avondale Wealth Management's AMT Position: Q2 2022 in Review

Avondale Wealth Management sold out of American Tower (AMT) in Q2 2022, closing a stake of 10 shares — an estimated $3K sold.

Avondale Wealth Management first reported a position in AMT in Q4 2017 and held it in 14 quarters. The position peaked at $28K in Q2 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Avondale Wealth Management reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
Avondale Wealth Management sold 10 American Tower shares in Q2 2022, an estimated $3K.
Avondale Wealth Management first reported a position in American Tower in Q4 2017 and held it in 14 quarters.
Avondale Wealth Management's American Tower position peaked at $28K in Q2 2020.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.