Fortem Financial Group’s American Tower AMT Stock Holding History

Fortem Financial Group’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 Q2	–	Sell	-822	Closed	-$207K	–	170
2022 Q1	$207K	Sell	822 -4,310	-84%	-$1.05M	0.09%	160
2021 Q4	$1.5M	Sell	5,132 -90	-2%	-$24.6K	0.68%	54
2021 Q3	$1.39M	Buy	5,222 +108	+2%	+$30.8K	0.7%	52
2021 Q2	$1.38M	Buy	5,114 +438	+9%	+$112K	0.7%	52
2021 Q1	$1.12M	Buy	4,676 +88	+2%	+$19.6K	0.65%	60
2020 Q4	$1.03M	Sell	4,588 -414	-8%	-$96.2K	0.62%	59
2020 Q3	$1.21M	Buy	+5,002	New	+$1.27M	0.88%	38
2019 Q3	–	Sell	-1,127	Closed	-$230K	–	126
2019 Q2	$230K	Sell	1,127 -452	-29%	-$90.9K	0.23%	101
2019 Q1	$311K	Buy	1,579 +111	+8%	+$19.5K	0.32%	66
2018 Q4	$232K	Buy	+1,468	New	+$229K	0.28%	82

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fortem Financial Group's AMT Position: Q2 2022 in Review

Fortem Financial Group sold out of American Tower (AMT) in Q2 2022, closing a stake of 822 shares — an estimated $207K sold.

Fortem Financial Group first reported a position in AMT in Q4 2018 and held it in 10 quarters. The position peaked at $1.5M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Fortem Financial Group reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
Fortem Financial Group sold 822 American Tower shares in Q2 2022, an estimated $207K.
Fortem Financial Group first reported a position in American Tower in Q4 2018 and held it in 10 quarters.
Fortem Financial Group's American Tower position peaked at $1.5M in Q4 2021.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.