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Intelligent Financial Strategies’s American Tower AMT Stock Holding History

Intelligent Financial Strategies’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
-194
Closed -$49K – 95
2022
Q1 		$49K Buy
194
+1
+0.5% +$244 0.05% 69
2021
Q4 		$56K Buy
+193
New +$52.7K 0.05% 67

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
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 $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Intelligent Financial Strategies's AMT Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of American Tower (AMT) in Q2 2022, closing a stake of 194 shares — an estimated $49K sold.

Intelligent Financial Strategies first reported a position in AMT in Q4 2021 and held it in 2 quarters. The position peaked at $56K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 194 American Tower shares in Q2 2022, an estimated $49K.
  • Intelligent Financial Strategies first reported a position in American Tower in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's American Tower position peaked at $56K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.