Clear Perspective Advisors’s American Tower AMT Stock Holding History

Clear Perspective 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	$209K	Buy	+716	New	+$196K	0.06%	170
2020 Q4	–	Sell	-851	Closed	-$534	–	144
2020 Q3	$534	Buy	+851	New	+$216K	0.25%	72
2018 Q3	–	Sell	-90	Closed	-$13K	–	157
2018 Q2	$13K	Hold	90	–	–	0.01%	343
2018 Q1	$13K	Hold	90	–	–	0.01%	333
2017 Q4	$13K	Hold	90	–	–	0.01%	320
2017 Q3	$12K	Hold	90	–	–	0.01%	323
2017 Q2	$12K	Buy	+90	New	+$11.5K	0.01%	325

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's AMT Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in American Tower (AMT) in Q4 2021: 716 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in AMT as recently as Q3 2020.

Clear Perspective Advisors first reported a position in AMT in Q2 2017 and has held it in 7 quarters since. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

Clear Perspective Advisors held 716 shares of American Tower worth $209K as of Q4 2021.
American Tower was a new Clear Perspective Advisors position in Q4 2021.
American Tower made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #170 holding.
Clear Perspective Advisors first reported a position in American Tower in Q2 2017 and has held it in 7 quarters since.
1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.