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Engrave Wealth Partners’s American Tower AMT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-32
Closed -$8K – 70
2020
Q2 		$8K Hold
32
– – 0.01% 264
2020
Q1 		$6K Buy
+32
New +$7.45K 0.01% 246

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Engrave Wealth Partners's AMT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of American Tower (AMT) in Q3 2020, closing a stake of 32 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in AMT in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining American Tower position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 32 American Tower shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in American Tower in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's American Tower position peaked at $8K in Q2 2020.
  • 1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.