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Cornerstone Wealth Group’s American Tower AMT Stock Holding History

Cornerstone Wealth Group’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
-909
Closed -$266K – 147
2021
Q4 		$266K Sell
909
-10,922
-92% -$2.98M 0.05% 133
2021
Q3 		$3.14M Buy
+11,831
New +$3.37M 0.55% 65
2020
Q4 		– Sell
-11,406
Closed -$2.76M – 151
2020
Q3 		$2.76M Sell
11,406
-6,312
-36% -$1.6M 0.75% 39
2020
Q2 		$4.58M Buy
17,718
+1,132
+7% +$280K 1.15% 20
2020
Q1 		$3.61M Sell
16,586
-2,098
-11% -$488K 1.27% 18
2019
Q4 		$4.29M Buy
18,684
+12,400
+197% +$2.7M 1.16% 21
2019
Q3 		$1.39M Buy
6,284
+498
+9% +$109K 0.35% 78
2019
Q2 		$1.18M Buy
+5,786
New +$1.16M 0.32% 92

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

Cornerstone Wealth Group's AMT Position: Q1 2022 in Review

Cornerstone Wealth Group sold out of American Tower (AMT) in Q1 2022, closing a stake of 909 shares — an estimated $266K sold.

Cornerstone Wealth Group first reported a position in AMT in Q2 2019 and held it in 8 quarters. The position peaked at $4.58M in Q2 2020. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Cornerstone Wealth Group reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Group sold 909 American Tower shares in Q1 2022, an estimated $266K.
  • Cornerstone Wealth Group first reported a position in American Tower in Q2 2019 and held it in 8 quarters.
  • Cornerstone Wealth Group's American Tower position peaked at $4.58M in Q2 2020.
  • 1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Cornerstone Wealth Group's 13F filing for Q1 2022, filed 25 Apr 2022.