IWP
AMT icon

Icon Wealth Partners’s American Tower AMT Stock Holding History

Icon Wealth Partners’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 		$2.92M Buy
+11,414
New +$2.86M 0.35% 74
2022
Q1 		– Sell
-11,766
Closed -$3.44M – 330
2021
Q4 		$3.44M Hold
11,766
– – 0.35% 78
2021
Q3 		$3.12M Buy
11,766
+42
+0.4% +$12K 0.33% 82
2021
Q2 		$3.17M Buy
11,724
+2,792
+31% +$712K 0.34% 77
2021
Q1 		$2.13M Buy
8,932
+5,519
+162% +$1.23M 0.27% 92
2020
Q4 		$766K Buy
+3,413
New +$793K 0.12% 135
2020
Q3 		– Sell
-1,825
Closed -$472K – 254
2020
Q2 		$472K Buy
+1,825
New +$451K 0.11% 133
2018
Q3 		– Sell
-261
Closed -$38K – 296
2018
Q2 		$38K Buy
+261
New +$36.3K 0.02% 442
2018
Q1 		– Sell
-261
Closed -$37K – 281
2017
Q4 		$37K Buy
+261
New +$37.3K 0.02% 479

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