Burt Wealth Advisors’s American Tower AMT Stock Holding History

Burt 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
2021 Q1	–	Sell	-201	Closed	-$45K	–	104
2020 Q4	$45K	Hold	201	–	–	0.02%	185
2020 Q3	$49K	Hold	201	–	–	0.02%	177
2020 Q2	$52K	Hold	201	–	–	0.02%	173
2020 Q1	$44K	Hold	201	–	–	0.02%	173
2019 Q4	$46K	Hold	201	–	–	0.02%	175
2019 Q3	$44K	Hold	201	–	–	0.02%	176
2019 Q2	$41K	Sell	201 -125	-38%	-$25.1K	0.02%	182
2019 Q1	$64K	Hold	326	–	–	0.03%	155
2018 Q4	$52K	Hold	326	–	–	0.02%	172
2018 Q3	$47K	Hold	326	–	–	0.02%	184
2018 Q2	$47K	Hold	326	–	–	0.02%	181
2018 Q1	$47K	Hold	326	–	–	0.02%	187
2017 Q4	$47K	Hold	326	–	–	0.03%	183
2017 Q3	$45K	Hold	326	–	–	0.03%	184
2017 Q2	$43K	Hold	326	–	–	0.03%	196
2017 Q1	$40K	Sell	326 -174	-35%	-$19.1K	0.03%	180
2016 Q4	$53K	Buy	500 +174	+53%	+$18.9K	0.05%	164
2016 Q3	$36K	Hold	326	–	–	0.04%	178
2016 Q2	$37K	Hold	326	–	–	0.04%	174
2016 Q1	$33K	Buy	326 +255	+359%	+$23.8K	0.03%	199
2015 Q4	$6K	Hold	71	–	–	﹤0.01%	339
2015 Q3	$6K	Hold	71	–	–	0.01%	295
2015 Q2	$66K	Hold	71	–	–	0.07%	131
2015 Q1	$7K	Hold	71	–	–	0.01%	267
2014 Q4	$7K	Buy	+71	New	+$6.97K	0.01%	257

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burt Wealth Advisors's AMT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of American Tower (AMT) in Q1 2021, closing a stake of 201 shares — an estimated $45K sold.

Burt Wealth Advisors first reported a position in AMT in Q4 2014 and held it in 25 quarters. The position peaked at $66K in Q2 2015. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

Burt Wealth Advisors reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 201 American Tower shares in Q1 2021, an estimated $45K.
Burt Wealth Advisors first reported a position in American Tower in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's American Tower position peaked at $66K in Q2 2015.
1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.