Cordasco Financial Network’s American Tower AMT Stock Holding History

Cordasco Financial Network’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 Q2	$14K	Sell	54 -22	-29%	-$5.52K	0.01%	318
2022 Q1	$19K	Hold	76	–	–	0.01%	296
2021 Q4	$22K	Sell	76 -54	-42%	-$14.8K	0.01%	284
2021 Q3	$35K	Hold	130	–	–	0.02%	240
2021 Q2	$35K	Hold	130	–	–	0.02%	239
2021 Q1	$31K	Hold	130	–	–	0.02%	241
2020 Q4	$29K	Hold	130	–	–	0.02%	213
2020 Q3	$31K	Buy	130 +54	+71%	+$13.7K	0.03%	206
2020 Q2	$20K	Hold	76	–	–	0.02%	220
2020 Q1	$17K	Hold	76	–	–	0.02%	207
2019 Q4	$17K	Hold	76	–	–	0.02%	214
2019 Q3	$17K	Hold	76	–	–	0.02%	223
2019 Q2	$16K	Hold	76	–	–	0.02%	226
2019 Q1	$15K	Hold	76	–	–	0.02%	251
2018 Q4	$12K	Buy	+76	New	+$11.9K	0.01%	219

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

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

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

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

Cordasco Financial Network's AMT Position: Q2 2022 in Review

Cordasco Financial Network reduced its American Tower (AMT) stake by 29% in Q2 2022, selling an estimated $5.52K and leaving 54 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #318.

Cordasco Financial Network first reported a position in AMT in Q4 2018 and has held it in 15 quarters since. The position peaked at $35K in Q3 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Cordasco Financial Network held 54 shares of American Tower worth $14K as of Q2 2022.
Cordasco Financial Network sold 22 American Tower shares in Q2 2022, an estimated $5.52K.
American Tower made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #318 holding.
Cordasco Financial Network first reported a position in American Tower in Q4 2018 and has held it in 15 quarters since.
Cordasco Financial Network's American Tower position peaked at $35K in Q3 2021.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.