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Kore Private Wealth’s American Tower AMT Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-197
Closed -$50K – 312
2020
Q2 		$50K Buy
197
+19
+11% +$4.7K 0.01% 455
2020
Q1 		$39K Buy
178
+24
+16% +$5.58K 0.01% 463
2019
Q4 		$35K Buy
+154
New +$33.5K 0.01% 528
2019
Q2 		– Sell
-177
Closed -$35K – 260
2019
Q1 		$35K Sell
177
-232
-57% -$40.7K 0.01% 438
2018
Q4 		$65K Buy
+409
New +$63.9K 0.02% 329

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Kore Private Wealth's AMT Position: Q3 2020 in Review

Kore Private Wealth sold out of American Tower (AMT) in Q3 2020, closing a stake of 197 shares — an estimated $50K sold.

Kore Private Wealth first reported a position in AMT in Q4 2018 and held it in 5 quarters. The position peaked at $65K in Q4 2018. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

  • Kore Private Wealth reported no remaining American Tower position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 197 American Tower shares in Q3 2020, an estimated $50K.
  • Kore Private Wealth first reported a position in American Tower in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's American Tower position peaked at $65K in Q4 2018.
  • 1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.