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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's AMT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of American Tower (AMT) in Q4 2021, closing a stake of 62 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in AMT in Q2 2019 and held it in 10 quarters. The position peaked at $22K in Q1 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 62 American Tower shares in Q4 2021, an estimated $16K.
  • Evolution Wealth Advisors first reported a position in American Tower in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's American Tower position peaked at $22K in Q1 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.