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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

HCR Wealth Advisors's AMT Position: Q2 2022 in Review

HCR Wealth Advisors sold out of American Tower (AMT) in Q2 2022, closing a stake of 11,802 shares — an estimated $2.96M sold.

HCR Wealth Advisors first reported a position in AMT in Q2 2020 and held it in 8 quarters. The position peaked at $3.45M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • HCR Wealth Advisors reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 11,802 American Tower shares in Q2 2022, an estimated $2.96M.
  • HCR Wealth Advisors first reported a position in American Tower in Q2 2020 and held it in 8 quarters.
  • HCR Wealth Advisors's American Tower position peaked at $3.45M in Q4 2021.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.