HWA
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HCR Wealth Advisors’s American Tower AMT Stock Holding History

HCR 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
2022
Q2 		– Sell
-11,802
Closed -$2.96M – 178
2022
Q1 		$2.96M Buy
11,802
+10
+0.1% +$2.44K 0.48% 45
2021
Q4 		$3.45M Sell
11,792
-360
-3% -$98.3K 0.53% 39
2021
Q3 		$3.23M Buy
12,152
+514
+4% +$147K 0.54% 37
2021
Q2 		$3.14M Buy
11,638
+404
+4% +$103K 0.55% 38
2021
Q1 		$2.69M Buy
11,234
+404
+4% +$90K 0.53% 39
2020
Q4 		$2.43M Buy
10,830
+581
+6% +$135K 0.51% 33
2020
Q3 		$2.48M Buy
10,249
+9,417
+1,132% +$2.39M 0.57% 31
2020
Q2 		$221K Buy
+832
New +$206K 0.05% 142

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return