EWA
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Evolution Wealth Advisors’s American Tower AMT Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-62
Closed -$16K – 166
2021
Q3 		$16K Hold
62
– – ﹤0.01% 339
2021
Q2 		$17K Sell
62
-29
-32% -$7.39K ﹤0.01% 322
2021
Q1 		$22K Buy
91
+29
+47% +$6.46K ﹤0.01% 277
2020
Q4 		$14K Sell
62
-6
-9% -$1.4K ﹤0.01% 308
2020
Q3 		$16K Hold
68
– – ﹤0.01% 295
2020
Q2 		$18K Buy
68
+36
+113% +$8.91K 0.01% 212
2020
Q1 		$7K Sell
32
-32
-50% -$7.45K ﹤0.01% 227
2019
Q4 		$15K Sell
64
-30
-32% -$6.54K ﹤0.01% 252
2019
Q3 		$21K Buy
94
+32
+52% +$6.98K 0.01% 91
2019
Q2 		$13K Buy
+62
New +$12.5K 0.01% 157

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return