CAC
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Certified Advisory Corp’s American Tower AMT Stock Holding History

Certified Advisory Corp’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
-225
Closed -$54K – 232
2021
Q1 		$54K Buy
+225
New +$50.1K 0.01% 339
2020
Q2 		$54K Buy
208
+14
+7% +$3.46K 0.02% 296
2020
Q1 		$42K Sell
194
-91
-32% -$21.2K 0.02% 305
2019
Q4 		$65K Buy
285
+1
+0.4% +$218 0.02% 281
2019
Q3 		$63K Buy
284
+100
+54% +$21.8K 0.02% 286
2019
Q2 		$38K Hold
184
– – 0.01% 352
2019
Q1 		$36K Buy
184
+80
+77% +$14K 0.02% 337
2018
Q4 		$16K Hold
104
– – 0.01% 463
2018
Q3 		$15K Hold
104
– – 0.01% 500
2018
Q2 		$15K Hold
104
– – 0.01% 472
2018
Q1 		$15K Hold
104
– – 0.01% 449
2017
Q4 		$14K Buy
+104
New +$14.8K 0.01% 425

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return