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Core Wealth Advisors (Florida)’s American Tower AMT Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-19
Closed -$5K – 185
2021
Q1 		$5K Hold
19
– – ﹤0.01% 136
2020
Q4 		$4K Sell
19
-9
-32% -$2.09K ﹤0.01% 146
2020
Q3 		$7K Buy
+28
New +$7.1K 0.01% 113

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AMT Position: Q2 2021 in Review

Core Wealth Advisors (Florida) sold out of American Tower (AMT) in Q2 2021, closing a stake of 19 shares — an estimated $5K sold.

Core Wealth Advisors (Florida) first reported a position in AMT in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q3 2020. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Core Wealth Advisors (Florida) reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 19 American Tower shares in Q2 2021, an estimated $5K.
  • Core Wealth Advisors (Florida) first reported a position in American Tower in Q3 2020 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s American Tower position peaked at $7K in Q3 2020.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2021, filed 3 Aug 2021.