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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Icon Wealth Partners's AMT Position: Q2 2022 in Review

Icon Wealth Partners opened a new position in American Tower (AMT) in Q2 2022: 11,414 shares worth $2.92M. The stake represents 0.35% of the portfolio and ranks #74 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in AMT as recently as Q4 2021.

Icon Wealth Partners first reported a position in AMT in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.44M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Icon Wealth Partners held 11,414 shares of American Tower worth $2.92M as of Q2 2022.
American Tower was a new Icon Wealth Partners position in Q2 2022.
American Tower made up 0.35% of Icon Wealth Partners's portfolio in Q2 2022, its #74 holding.
Icon Wealth Partners first reported a position in American Tower in Q4 2017 and has held it in 9 quarters since.
Icon Wealth Partners's American Tower position peaked at $3.44M in Q4 2021.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.