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Fortis Advisors’s American Tower AMT Stock Holding History

Fortis 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
2020
Q2 		– Sell
-240
Closed -$52K – 176
2020
Q1 		$52K Hold
240
– – 0.03% 179
2019
Q4 		$55K Buy
240
+67
+39% +$14.6K 0.03% 205
2019
Q3 		$38K Buy
173
+79
+84% +$17.2K 0.02% 219
2019
Q2 		$19K Hold
94
– – 0.01% 283
2019
Q1 		$19K Buy
+94
New +$16.5K 0.01% 268

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

Fortis Advisors's AMT Position: Q2 2020 in Review

Fortis Advisors sold out of American Tower (AMT) in Q2 2020, closing a stake of 240 shares — an estimated $52K sold.

Fortis Advisors first reported a position in AMT in Q1 2019 and held it in 5 quarters. The position peaked at $55K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Fortis Advisors reported no remaining American Tower position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 240 American Tower shares in Q2 2020, an estimated $52K.
  • Fortis Advisors first reported a position in American Tower in Q1 2019 and held it in 5 quarters.
  • Fortis Advisors's American Tower position peaked at $55K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.