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FormulaFolio Investments’s American Tower AMT Stock Holding History

FormulaFolio Investments’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
Q2 		$10K Hold
38
– – ﹤0.01% 261
2021
Q1 		$9K Sell
38
-896
-96% -$200K ﹤0.01% 278
2020
Q4 		$210K Buy
+934
New +$217K ﹤0.01% 622

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's AMT Position: Q2 2021 in Review

FormulaFolio Investments held its American Tower (AMT) position steady in Q2 2021 at 38 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

FormulaFolio Investments first reported a position in AMT in Q4 2020 and has held it in 3 quarters since. The position peaked at $210K in Q4 2020. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • FormulaFolio Investments held 38 shares of American Tower worth $10K as of Q2 2021.
  • FormulaFolio Investments left its American Tower share count unchanged in Q2 2021.
  • American Tower made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #261 holding.
  • FormulaFolio Investments first reported a position in American Tower in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's American Tower position peaked at $210K in Q4 2020.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.