HC Financial Advisors’s American Tower AMT Stock Holding History

HC Financial 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 Q2	$60K	Hold	235	–	–	0.04%	118
2022 Q1	$59K	Buy	235 +1	+0.4%	+$244	0.04%	126
2021 Q4	$69K	Hold	234	–	–	0.04%	122
2021 Q3	$62K	Hold	234	–	–	0.04%	121
2021 Q2	$63K	Hold	234	–	–	0.04%	121
2021 Q1	$56K	Hold	234	–	–	0.03%	124
2020 Q4	$53K	Hold	234	–	–	0.03%	134
2020 Q3	$57K	Hold	234	–	–	0.04%	111
2020 Q2	$60K	Hold	234	–	–	0.05%	99
2020 Q1	$51K	Buy	+234	New	+$54.5K	0.05%	105

Other funds holding AMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

HC Financial Advisors's AMT Position: Q2 2022 in Review

HC Financial Advisors held its American Tower (AMT) position steady in Q2 2022 at 235 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #118.

HC Financial Advisors first reported a position in AMT in Q1 2020 and has held it in 10 quarters since. The position peaked at $69K in Q4 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

HC Financial Advisors held 235 shares of American Tower worth $60K as of Q2 2022.
HC Financial Advisors left its American Tower share count unchanged in Q2 2022.
American Tower made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #118 holding.
HC Financial Advisors first reported a position in American Tower in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's American Tower position peaked at $69K in Q4 2021.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

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