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CLA (CliftonLarsonAllen) Wealth Advisors’s American Tower AMT Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-1,987
Closed -$527K – 180
2021
Q3 		$527K Buy
1,987
+51
+3% +$14.5K 0.02% 217
2021
Q2 		$523K Buy
+1,936
New +$493K 0.02% 225

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AMT Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of American Tower (AMT) in Q4 2021, closing a stake of 1,987 shares — an estimated $527K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AMT in Q2 2021 and held it in 2 quarters. The position peaked at $527K in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,987 American Tower shares in Q4 2021, an estimated $527K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in American Tower in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's American Tower position peaked at $527K in Q3 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.