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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Independent Solutions Wealth Management's AMT Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of American Tower (AMT) in Q2 2022, closing a stake of 1,126 shares — an estimated $283K sold.

Independent Solutions Wealth Management first reported a position in AMT in Q4 2019 and held it in 10 quarters. The position peaked at $851K in Q2 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,126 American Tower shares in Q2 2022, an estimated $283K.
  • Independent Solutions Wealth Management first reported a position in American Tower in Q4 2019 and held it in 10 quarters.
  • Independent Solutions Wealth Management's American Tower position peaked at $851K in Q2 2020.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.