Bedel Financial Consulting’s American Tower AMT Stock Holding History

Bedel Financial Consulting’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	-460	Closed	-$116K	–	228
2022 Q1	$116K	Buy	460 +2	+0.4%	+$488	0.04%	249
2021 Q4	$134K	Buy	458 +8	+2%	+$2.19K	0.04%	236
2021 Q3	$119K	Hold	450	–	–	0.04%	240
2021 Q2	$122K	Sell	450 -9	-2%	-$2.29K	0.04%	240
2021 Q1	$110K	Buy	459 +5	+1%	+$1.11K	0.04%	243
2020 Q4	$102K	Hold	454	–	–	0.05%	222
2020 Q3	$110K	Sell	454 -106	-19%	-$26.9K	0.06%	198
2020 Q2	$145K	Hold	560	–	–	0.08%	159
2020 Q1	$122K	Hold	560	–	–	0.08%	163
2019 Q4	$129K	Buy	560 +28	+5%	+$6.1K	0.07%	182
2019 Q3	$118K	Hold	532	–	–	0.07%	187
2019 Q2	$109K	Hold	532	–	–	0.07%	191
2019 Q1	$105K	Hold	532	–	–	0.07%	187
2018 Q4	$84K	Hold	532	–	–	0.06%	192
2018 Q3	$77K	Hold	532	–	–	0.05%	218
2018 Q2	$77K	Sell	532 -117	-18%	-$16.3K	0.06%	217
2018 Q1	$94K	Buy	+649	New	+$91.4K	0.07%	200

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 $3.38T AUM 44.17% 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

Bedel Financial Consulting's AMT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of American Tower (AMT) in Q2 2022, closing a stake of 460 shares — an estimated $116K sold.

Bedel Financial Consulting first reported a position in AMT in Q1 2018 and held it in 17 quarters. The position peaked at $145K in Q2 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Bedel Financial Consulting reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 460 American Tower shares in Q2 2022, an estimated $116K.
Bedel Financial Consulting first reported a position in American Tower in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's American Tower position peaked at $145K in Q2 2020.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.