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Intercontinental Wealth Advisors’s American Tower AMT Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-10
Closed -$2K – 162
2019
Q4 		$2K Sell
10
-14
-58% -$3.05K ﹤0.01% 326
2019
Q3 		$5K Hold
24
– – ﹤0.01% 390
2019
Q2 		$5K Hold
24
– – ﹤0.01% 365
2019
Q1 		$5K Hold
24
– – ﹤0.01% 387
2018
Q4 		$4K Buy
+24
New +$3.75K ﹤0.01% 408

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intercontinental Wealth Advisors's AMT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of American Tower (AMT) in Q1 2020, closing a stake of 10 shares — an estimated $2K sold.

Intercontinental Wealth Advisors first reported a position in AMT in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining American Tower position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 10 American Tower shares in Q1 2020, an estimated $2K.
  • Intercontinental Wealth Advisors first reported a position in American Tower in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's American Tower position peaked at $5K in Q3 2019.
  • 1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.