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Forvis Mazars Wealth Advisors’s American Tower AMT Stock Holding History

Forvis Mazars 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
Q1 		– Sell
-2,782
Closed -$624K – 276
2020
Q4 		$624K Sell
2,782
-56
-2% -$13K 0.03% 190
2020
Q3 		$686K Sell
2,838
-73
-3% -$18.5K 0.04% 165
2020
Q2 		$753K Buy
2,911
+272
+10% +$67.3K 0.05% 152
2020
Q1 		$575K Buy
2,639
+76
+3% +$17.7K 0.05% 155
2019
Q4 		$589K Sell
2,563
-184
-7% -$40.1K 0.04% 173
2019
Q3 		$607K Buy
2,747
+49
+2% +$10.7K 0.05% 144
2019
Q2 		$552K Sell
2,698
-436
-14% -$87.6K 0.04% 154
2019
Q1 		$618K Buy
3,134
+46
+1% +$8.07K 0.05% 140
2018
Q4 		$488K Buy
3,088
+37
+1% +$5.78K 0.05% 138
2018
Q3 		$443K Sell
3,051
-81
-3% -$11.9K 0.04% 161
2018
Q2 		$452K Buy
3,132
+82
+3% +$11.4K 0.04% 150
2018
Q1 		$443K Sell
3,050
-13
-0.4% -$1.83K 0.04% 161
2017
Q4 		$437K Buy
3,063
+259
+9% +$37K 0.04% 162
2017
Q3 		$383K Sell
2,804
-156
-5% -$21.7K 0.04% 160
2017
Q2 		$392K Buy
2,960
+61
+2% +$7.81K 0.04% 153
2017
Q1 		$352K Buy
2,899
+355
+14% +$39.1K 0.04% 158
2016
Q4 		$269K Buy
+2,544
New +$276K 0.04% 167

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Forvis Mazars Wealth Advisors's AMT Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of American Tower (AMT) in Q1 2021, closing a stake of 2,782 shares — an estimated $624K sold.

Forvis Mazars Wealth Advisors first reported a position in AMT in Q4 2016 and held it in 17 quarters. The position peaked at $753K in Q2 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,782 American Tower shares in Q1 2021, an estimated $624K.
  • Forvis Mazars Wealth Advisors first reported a position in American Tower in Q4 2016 and held it in 17 quarters.
  • Forvis Mazars Wealth Advisors's American Tower position peaked at $753K in Q2 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.