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B. Riley Wealth Management’s American Tower AMT Stock Holding History

B. Riley 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 		$10.4K Sell
40,645
-18,497
-31% -$4.64M 0.01% 121
2022
Q1 		$14.9M Buy
59,142
+1,370
+2% +$334K 1.14% 13
2021
Q4 		$16.9M Sell
57,772
-274
-0.5% -$74.9K 1.17% 14
2021
Q3 		$15.4M Buy
58,046
+1,459
+3% +$416K 1.18% 14
2021
Q2 		$15.3M Sell
56,587
-1,217
-2% -$310K 1.69% 7
2021
Q1 		$13.8M Sell
57,804
-2,250
-4% -$501K 1.62% 7
2020
Q4 		$13.5M Sell
60,054
-2,382
-4% -$554K 1.74% 8
2020
Q3 		$15.1M Buy
62,436
+32
+0.1% +$8.11K 1.78% 6
2020
Q2 		$16.1M Sell
62,404
-1,716
-3% -$425K 1.77% 10
2020
Q1 		$14M Buy
+64,120
New +$14.9M 1.47% 8
2019
Q4 		– Sell
-2,075
Closed -$459K – 403
2019
Q3 		$459K Buy
2,075
+75
+4% +$16.4K 0.08% 214
2019
Q2 		$409 Buy
2,000
+83
+4% +$16.7K 0.06% 237
2019
Q1 		$378K Buy
1,917
+147
+8% +$25.8K 0.07% 249
2018
Q4 		$280K Sell
1,770
-1,847
-51% -$289K 0.06% 255
2018
Q3 		$526K Buy
+3,617
New +$530K 0.13% 145
2015
Q3 		– Sell
-145
Closed -$13K – 167
2015
Q2 		$13K Hold
145
– – 0.01% 685
2015
Q1 		$13K Hold
145
– – 0.01% 702
2014
Q4 		$14K Hold
145
– – 0.01% 662
2014
Q3 		$13K Hold
145
– – 0.01% 707
2014
Q2 		$13K Sell
145
-305
-68% -$26.4K 0.01% 761
2014
Q1 		$37K Buy
+450
New +$36.7K 0.03% 500

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

B. Riley Wealth Management's AMT Position: Q2 2022 in Review

B. Riley Wealth Management reduced its American Tower (AMT) stake by 31% in Q2 2022, selling an estimated $4.64M and leaving 40,645 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #121.

B. Riley Wealth Management first reported a position in AMT in Q1 2014 and has held it in 21 quarters since. The position peaked at $16.9M in Q4 2021. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • B. Riley Wealth Management held 40,645 shares of American Tower worth $10.4K as of Q2 2022.
  • B. Riley Wealth Management sold 18,497 American Tower shares in Q2 2022, an estimated $4.64M.
  • American Tower made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #121 holding.
  • B. Riley Wealth Management first reported a position in American Tower in Q1 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Management's American Tower position peaked at $16.9M in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.