HWM
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HighMark Wealth Management’s American Tower AMT Stock Holding History

HighMark 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
2021
Q1 		– Sell
-12
Closed -$3K – 474
2020
Q4 		$3K Sell
12
-6
-33% -$1.4K ﹤0.01% 373
2020
Q3 		$4K Buy
18
+7
+64% +$1.77K ﹤0.01% 333
2020
Q2 		$3K Buy
+11
New +$2.72K ﹤0.01% 351

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighMark Wealth Management's AMT Position: Q1 2021 in Review

HighMark Wealth Management sold out of American Tower (AMT) in Q1 2021, closing a stake of 12 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in AMT in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • HighMark Wealth Management reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 12 American Tower shares in Q1 2021, an estimated $3K.
  • HighMark Wealth Management first reported a position in American Tower in Q2 2020 and held it in 3 quarters.
  • HighMark Wealth Management's American Tower position peaked at $4K in Q3 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on HighMark Wealth Management's 13F filing for Q1 2021, filed 22 Apr 2021.