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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Element Pointe Advisors's AMT Position: Q2 2022 in Review

Element Pointe Advisors sold out of American Tower (AMT) in Q2 2022, closing a stake of 887 shares — an estimated $223K sold.

Element Pointe Advisors first reported a position in AMT in Q1 2019 and held it in 13 quarters. The position peaked at $278K in Q4 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Element Pointe Advisors reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
Element Pointe Advisors sold 887 American Tower shares in Q2 2022, an estimated $223K.
Element Pointe Advisors first reported a position in American Tower in Q1 2019 and held it in 13 quarters.
Element Pointe Advisors's American Tower position peaked at $278K in Q4 2021.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Element Pointe Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.