CWS
AMT icon

Confluence Wealth Services’s American Tower AMT Stock Holding History

Confluence Wealth Services’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
-749
Closed -$219K – 290
2021
Q4 		$219K Buy
+749
New +$205K 0.07% 216

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Confluence Wealth Services's AMT Position: Q1 2022 in Review

Confluence Wealth Services sold out of American Tower (AMT) in Q1 2022, closing a stake of 749 shares — an estimated $219K sold.

Confluence Wealth Services first reported a position in AMT in Q4 2021 and held it in 1 quarter. The position peaked at $219K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Confluence Wealth Services reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 749 American Tower shares in Q1 2022, an estimated $219K.
  • Confluence Wealth Services first reported a position in American Tower in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's American Tower position peaked at $219K in Q4 2021.
  • 1,720 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.