Intersect Capital’s American Tower AMT Stock Holding History

Intersect Capital’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	$440K	Buy	1,722 +647	+60%	+$162K	0.13%	167
2022 Q1	$270K	Sell	1,075 -3	-0.3%	-$732	0.05%	337
2021 Q4	$315K	Sell	1,078 -25	-2%	-$6.83K	0.06%	299
2021 Q3	$293K	Buy	1,103 +98	+10%	+$27.9K	0.05%	287
2021 Q2	$271K	Buy	+1,005	New	+$256K	0.05%	277
2020 Q4	–	Sell	-889	Closed	-$215K	–	292
2020 Q3	$215K	Buy	889 +55	+7%	+$13.9K	0.06%	216
2020 Q2	$216K	Sell	834 -228	-21%	-$56.4K	0.07%	172
2020 Q1	$231K	Buy	+1,062	New	+$247K	0.09%	140
2015 Q2	–	Sell	-230	Closed	-$22K	–	122
2015 Q1	$22K	Sell	230 -47	-17%	-$4.57K	0.02%	260
2014 Q4	$27K	Buy	+277	New	+$27.2K	0.02%	248

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

Intersect Capital's AMT Position: Q2 2022 in Review

Intersect Capital increased its American Tower (AMT) stake by 60% in Q2 2022, buying an estimated $162K and bringing the position to 1,722 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #167.

Intersect Capital first reported a position in AMT in Q4 2014 and has held it in 10 quarters since. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Intersect Capital held 1,722 shares of American Tower worth $440K as of Q2 2022.
Intersect Capital bought 647 American Tower shares in Q2 2022, an estimated $162K.
American Tower made up 0.13% of Intersect Capital's portfolio in Q2 2022, its #167 holding.
Intersect Capital first reported a position in American Tower in Q4 2014 and has held it in 10 quarters since.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.