Element Pointe Advisors’s American Tower AMT Stock Holding History

Element Pointe Advisors’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	–	Sell	-887	Closed	-$223K	–	69
2022 Q1	$223K	Sell	887 -62	-7%	-$15.1K	0.08%	81
2021 Q4	$278K	Hold	949	–	–	0.09%	93
2021 Q3	$252K	Hold	949	–	–	0.09%	90
2021 Q2	$266K	Hold	949	–	–	0.08%	102
2021 Q1	$226K	Hold	949	–	–	0.08%	110
2020 Q4	$213K	Hold	949	–	–	0.08%	103
2020 Q3	$229K	Hold	949	–	–	0.1%	98
2020 Q2	$245K	Hold	949	–	–	0.13%	84
2020 Q1	$206K	Sell	949 -41	-4%	-$9.54K	0.13%	76
2019 Q4	$228K	Sell	990 -9	-0.9%	-$1.96K	0.12%	82
2019 Q3	$221K	Sell	999 -44	-4%	-$9.6K	0.13%	81
2019 Q2	$213K	Hold	1,043	–	–	0.12%	85
2019 Q1	$206K	Buy	+1,043	New	+$183K	0.12%	73

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Edgewood Management

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