BCA
AMT icon

Berman Capital Advisors’s American Tower AMT Stock Holding History

Berman Capital 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
Q3 		$446K Buy
1,681
+191
+13% +$54.4K 0.07% 146
2021
Q2 		$402K Buy
1,490
+289
+24% +$73.7K 0.06% 143
2021
Q1 		$286K Buy
1,201
+213
+22% +$47.4K 0.06% 153
2020
Q4 		$221K Sell
988
-93
-9% -$21.6K 0.05% 150
2020
Q3 		$261K Sell
1,081
-136
-11% -$34.5K 0.07% 123
2020
Q2 		$314K Buy
1,217
+535
+78% +$132K 0.08% 93
2020
Q1 		$147K Buy
682
+116
+20% +$27K 0.05% 148
2019
Q4 		$130K Buy
566
+39
+7% +$8.49K 0.04% 188
2019
Q3 		$116K Sell
527
-20
-4% -$4.37K 0.04% 196
2019
Q2 		$112K Buy
547
+115
+27% +$23.1K 0.04% 194
2019
Q1 		$85K Buy
432
+96
+29% +$16.8K 0.03% 213
2018
Q4 		$52K Buy
+336
New +$52.5K 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

Berman Capital Advisors's AMT Position: Q3 2021 in Review

Berman Capital Advisors increased its American Tower (AMT) stake by 13% in Q3 2021, buying an estimated $54.4K and bringing the position to 1,681 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #146.

Berman Capital Advisors first reported a position in AMT in Q4 2018 and has held it in 12 quarters since. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Berman Capital Advisors held 1,681 shares of American Tower worth $446K as of Q3 2021.
  • Berman Capital Advisors bought 191 American Tower shares in Q3 2021, an estimated $54.4K.
  • American Tower made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #146 holding.
  • Berman Capital Advisors first reported a position in American Tower in Q4 2018 and has held it in 12 quarters since.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.