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Fermata Advisors’s American Tower AMT Stock Holding History

Fermata 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
Q1 		– Sell
-753
Closed -$221K – 187
2021
Q4 		$221K Sell
753
-98
-12% -$26.8K 0.08% 170
2021
Q3 		$227K Buy
851
+3
+0.4% +$855 0.1% 157
2021
Q2 		$230K Buy
+848
New +$216K 0.13% 131

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
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 $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fermata Advisors's AMT Position: Q1 2022 in Review

Fermata Advisors sold out of American Tower (AMT) in Q1 2022, closing a stake of 753 shares — an estimated $221K sold.

Fermata Advisors first reported a position in AMT in Q2 2021 and held it in 3 quarters. The position peaked at $230K in Q2 2021. 1,720 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Fermata Advisors reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
  • Fermata Advisors sold 753 American Tower shares in Q1 2022, an estimated $221K.
  • Fermata Advisors first reported a position in American Tower in Q2 2021 and held it in 3 quarters.
  • Fermata Advisors's American Tower position peaked at $230K in Q2 2021.
  • 1,720 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.