CSat Investment Advisory’s American Tower AMT Stock Holding History

CSat Investment Advisory’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 Q1	$10K	Buy	40 +13	+48%	+$2.9K	0.01%	446
2020 Q4	$6K	Sell	27 -1,557	-98%	-$362K	0.01%	464
2020 Q3	$383K	Sell	1,584 -729	-32%	-$185K	0.03%	197
2020 Q2	$598K	Buy	2,313 +311	+16%	+$76.9K	0.07%	150
2020 Q1	$436K	Buy	2,002 +715	+56%	+$166K	0.09%	156
2019 Q4	$296K	Buy	1,287 +384	+43%	+$83.6K	0.08%	197
2019 Q3	$200K	Buy	903 +93	+11%	+$20.3K	0.06%	210
2019 Q2	$166K	Buy	810 +789	+3,757%	+$159K	0.06%	214
2019 Q1	$4K	Hold	21	–	–	﹤0.01%	508
2018 Q4	$3K	Sell	21 -1	-5%	-$156	﹤0.01%	510
2018 Q3	$3K	Buy	22 +1	+5%	+$147	﹤0.01%	499
2018 Q2	$3K	Buy	+21	New	+$2.92K	﹤0.01%	497

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's AMT Position: Q1 2021 in Review

CSat Investment Advisory increased its American Tower (AMT) stake by 48% in Q1 2021, buying an estimated $2.9K and bringing the position to 40 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #446.

CSat Investment Advisory first reported a position in AMT in Q2 2018 and has held it in 12 quarters since. The position peaked at $598K in Q2 2020. 1,609 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

CSat Investment Advisory held 40 shares of American Tower worth $10K as of Q1 2021.
CSat Investment Advisory bought 13 American Tower shares in Q1 2021, an estimated $2.9K.
American Tower made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #446 holding.
CSat Investment Advisory first reported a position in American Tower in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's American Tower position peaked at $598K in Q2 2020.
1,609 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.