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Calton & Associates’s American Tower AMT Stock Holding History

Calton & Associates’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 		– Sell
-867
Closed -$234K – 400
2021
Q2 		$234K Buy
+867
New +$221K 0.04% 350
2021
Q1 		– Sell
-953
Closed -$214K – 400
2020
Q4 		$214K Sell
953
-671
-41% -$156K 0.04% 350
2020
Q3 		$393K Buy
1,624
+17
+1% +$4.31K 0.08% 189
2020
Q2 		$416K Sell
1,607
-205
-11% -$50.7K 0.09% 171
2020
Q1 		$395K Sell
1,812
-59
-3% -$13.7K 0.1% 166
2019
Q4 		$430K Buy
+1,871
New +$408K 0.09% 191

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Calton & Associates's AMT Position: Q3 2021 in Review

Calton & Associates sold out of American Tower (AMT) in Q3 2021, closing a stake of 867 shares — an estimated $234K sold.

Calton & Associates first reported a position in AMT in Q4 2019 and held it in 6 quarters. The position peaked at $430K in Q4 2019. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Calton & Associates reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Calton & Associates sold 867 American Tower shares in Q3 2021, an estimated $234K.
  • Calton & Associates first reported a position in American Tower in Q4 2019 and held it in 6 quarters.
  • Calton & Associates's American Tower position peaked at $430K in Q4 2019.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Calton & Associates's 13F filing for Q3 2021, filed 5 Nov 2021.