CWA
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Clarus Wealth Advisors’s American Tower AMT Stock Holding History

Clarus 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
2020
Q2 		– Sell
-3,299
Closed -$735K – 129
2020
Q1 		$735K Sell
3,299
-76
-2% -$17.7K 0.73% 32
2019
Q4 		$764K Buy
3,375
+202
+6% +$44K 0.5% 51
2019
Q3 		$702K Buy
3,173
+690
+28% +$151K 0.51% 42
2019
Q2 		$508K Buy
2,483
+13
+0.5% +$2.61K 0.37% 44
2019
Q1 		$487K Buy
2,470
+99
+4% +$17.4K 0.36% 37
2018
Q4 		$375K Buy
2,371
+10
+0.4% +$1.56K 0.59% 27
2018
Q3 		$343K Buy
2,361
+296
+14% +$43.4K 0.22% 49
2018
Q2 		$300K Hold
2,065
– – 0.23% 50
2018
Q1 		$300K Buy
2,065
+286
+16% +$40.3K 0.28% 50
2017
Q4 		$254K Buy
+1,779
New +$254K 0.24% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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