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Beacon Pointe Wealth Advisors’s American Tower AMT Stock Holding History

Beacon Pointe 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
2019
Q4 		$676K Buy
2,937
+162
+6% +$35.3K 0.12% 134
2019
Q3 		$614K Sell
2,775
-35
-1% -$7.64K 0.13% 138
2019
Q2 		$574K Hold
2,810
– – 0.12% 147
2019
Q1 		$554K Sell
2,810
-15
-0.5% -$2.63K 0.13% 137
2018
Q4 		$447K Buy
+2,825
New +$442K 0.16% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Beacon Pointe Wealth Advisors's AMT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its American Tower (AMT) stake by 5.8% in Q4 2019, buying an estimated $35.3K and bringing the position to 2,937 shares worth $676K. The position accounts for 0.12% of the portfolio, ranked #134.

Beacon Pointe Wealth Advisors first reported a position in AMT in Q4 2018 and has held it in 5 quarters since. 1,390 funds tracked by Wall St. Rank hold AMT as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,937 shares of American Tower worth $676K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 162 American Tower shares in Q4 2019, an estimated $35.3K.
  • American Tower made up 0.12% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #134 holding.
  • Beacon Pointe Wealth Advisors first reported a position in American Tower in Q4 2018 and has held it in 5 quarters since.
  • 1,390 funds tracked by Wall St. Rank held American Tower as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.