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 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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Certified Advisory Corp's AMT Position: Q2 2021 in Review

Certified Advisory Corp sold out of American Tower (AMT) in Q2 2021, closing a stake of 225 shares — an estimated $54K sold.

Certified Advisory Corp first reported a position in AMT in Q4 2017 and held it in 12 quarters. The position peaked at $65K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

Certified Advisory Corp reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 225 American Tower shares in Q2 2021, an estimated $54K.
Certified Advisory Corp first reported a position in American Tower in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's American Tower position peaked at $65K in Q4 2019.
1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.