CIA
AMT icon

Compass Ion Advisors’s American Tower AMT Stock Holding History

Compass Ion 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
2022
Q1 		– Sell
-767
Closed -$224K – 90
2021
Q4 		$224K Buy
767
+3
+0.4% +$820 0.07% 85
2021
Q3 		$203K Buy
764
+4
+0.5% +$1.14K 0.07% 90
2021
Q2 		$205K Sell
760
-132
-15% -$33.6K 0.08% 85
2021
Q1 		$213K Buy
+892
New +$199K 0.09% 80
2020
Q4 		– Sell
-1,248
Closed -$302K – 87
2020
Q3 		$302K Buy
1,248
+369
+42% +$93.6K 0.19% 58
2020
Q2 		$227K Buy
+879
New +$217K 0.2% 48
2020
Q1 		– Sell
-879
Closed -$202K – 49
2019
Q4 		$202K Buy
+879
New +$191K 0.1% 50

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Ion Advisors's AMT Position: Q1 2022 in Review

Compass Ion Advisors sold out of American Tower (AMT) in Q1 2022, closing a stake of 767 shares — an estimated $224K sold.

Compass Ion Advisors first reported a position in AMT in Q4 2019 and held it in 7 quarters. The position peaked at $302K in Q3 2020. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Compass Ion Advisors reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
  • Compass Ion Advisors sold 767 American Tower shares in Q1 2022, an estimated $224K.
  • Compass Ion Advisors first reported a position in American Tower in Q4 2019 and held it in 7 quarters.
  • Compass Ion Advisors's American Tower position peaked at $302K in Q3 2020.
  • 1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Compass Ion Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.