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Cedar Brook Financial Partners’s American Tower AMT Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-1,209
Closed -$289K – 371
2021
Q1 		$289K Buy
1,209
+120
+11% +$26.7K 0.1% 231
2020
Q4 		$244K Buy
1,089
+11
+1% +$2.56K 0.09% 261
2020
Q3 		$261K Sell
1,078
-31
-3% -$7.86K 0.1% 223
2020
Q2 		$287K Sell
1,109
-12
-1% -$2.97K 0.13% 195
2020
Q1 		$244K Buy
1,121
+17
+2% +$3.96K 0.14% 192
2019
Q4 		$254K Buy
1,104
+77
+7% +$16.8K 0.11% 235
2019
Q3 		$227K Buy
+1,027
New +$224K 0.1% 253

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

Cedar Brook Financial Partners's AMT Position: Q2 2021 in Review

Cedar Brook Financial Partners sold out of American Tower (AMT) in Q2 2021, closing a stake of 1,209 shares — an estimated $289K sold.

Cedar Brook Financial Partners first reported a position in AMT in Q3 2019 and held it in 7 quarters. The position peaked at $289K in Q1 2021. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Cedar Brook Financial Partners reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,209 American Tower shares in Q2 2021, an estimated $289K.
  • Cedar Brook Financial Partners first reported a position in American Tower in Q3 2019 and held it in 7 quarters.
  • Cedar Brook Financial Partners's American Tower position peaked at $289K in Q1 2021.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.