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Bel Air Investment Advisors’s American Tower AMT Stock Holding History

Bel Air 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
Q2 		$324K Sell
1,200
-1,366
-53% -$348K 0.01% 308
2021
Q1 		$613K Buy
+2,566
New +$571K 0.02% 247

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

Bel Air Investment Advisors's AMT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its American Tower (AMT) stake by 53% in Q2 2021, selling an estimated $348K and leaving 1,200 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #308.

Bel Air Investment Advisors first reported a position in AMT in Q1 2021 and has held it in 2 quarters since. The position peaked at $613K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Bel Air Investment Advisors held 1,200 shares of American Tower worth $324K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,366 American Tower shares in Q2 2021, an estimated $348K.
  • American Tower made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #308 holding.
  • Bel Air Investment Advisors first reported a position in American Tower in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's American Tower position peaked at $613K in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.