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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

Clarus Wealth Advisors's AMT Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of American Tower (AMT) in Q2 2020, closing a stake of 3,299 shares — an estimated $735K sold.

Clarus Wealth Advisors first reported a position in AMT in Q4 2017 and held it in 10 quarters. The position peaked at $764K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Clarus Wealth Advisors reported no remaining American Tower position as of Q2 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,299 American Tower shares in Q2 2020, an estimated $735K.
  • Clarus Wealth Advisors first reported a position in American Tower in Q4 2017 and held it in 10 quarters.
  • Clarus Wealth Advisors's American Tower position peaked at $764K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.