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Independent Solutions Wealth Management’s American Tower AMT Stock Holding History

Independent Solutions 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
-1,126
Closed -$283K – 219
2022
Q1 		$283K Sell
1,126
-156
-12% -$38.1K 0.07% 182
2021
Q4 		$375K Sell
1,282
-286
-18% -$78.1K 0.09% 163
2021
Q3 		$416K Sell
1,568
-236
-13% -$67.3K 0.1% 149
2021
Q2 		$487K Sell
1,804
-12
-0.7% -$3.06K 0.12% 134
2021
Q1 		$434K Sell
1,816
-166
-8% -$37K 0.12% 122
2020
Q4 		$445K Sell
1,982
-1,435
-42% -$334K 0.14% 116
2020
Q3 		$826K Buy
3,417
+124
+4% +$31.4K 0.32% 65
2020
Q2 		$851K Buy
3,293
+299
+10% +$74K 0.36% 57
2020
Q1 		$652K Sell
2,994
-92
-3% -$21.4K 0.36% 55
2019
Q4 		$709K Buy
+3,086
New +$672K 0.31% 66

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