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Heirloom Wealth Management’s American Tower AMT Stock Holding History

Heirloom Wealth Management’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
-961
Closed -$224K – 32
2022
Q1 		$224K Sell
961
-815
-46% -$199K 0.16% 28
2021
Q4 		$441K Buy
+1,776
New +$485K 0.38% 24

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Heirloom Wealth Management's AMT Position: Q2 2022 in Review

Heirloom Wealth Management sold out of American Tower (AMT) in Q2 2022, closing a stake of 961 shares — an estimated $224K sold.

Heirloom Wealth Management first reported a position in AMT in Q4 2021 and held it in 2 quarters. The position peaked at $441K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Heirloom Wealth Management reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • Heirloom Wealth Management sold 961 American Tower shares in Q2 2022, an estimated $224K.
  • Heirloom Wealth Management first reported a position in American Tower in Q4 2021 and held it in 2 quarters.
  • Heirloom Wealth Management's American Tower position peaked at $441K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Heirloom Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.