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Leonard Rickey Investment Advisors’s American Tower AMT Stock Holding History

Leonard Rickey Investment 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
Q3 		– Sell
-838
Closed -$217K – 61
2020
Q2 		$217K Sell
838
-129
-13% -$31.9K 0.14% 61
2020
Q1 		$211K Hold
967
– – 0.16% 60
2019
Q4 		$222K Hold
967
– – 0.13% 77
2019
Q3 		$214K Buy
+967
New +$211K 0.14% 72

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's AMT Position: Q3 2020 in Review

Leonard Rickey Investment Advisors sold out of American Tower (AMT) in Q3 2020, closing a stake of 838 shares — an estimated $217K sold.

Leonard Rickey Investment Advisors first reported a position in AMT in Q3 2019 and held it in 4 quarters. The position peaked at $222K in Q4 2019. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

  • Leonard Rickey Investment Advisors reported no remaining American Tower position as of Q3 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 838 American Tower shares in Q3 2020, an estimated $217K.
  • Leonard Rickey Investment Advisors first reported a position in American Tower in Q3 2019 and held it in 4 quarters.
  • Leonard Rickey Investment Advisors's American Tower position peaked at $222K in Q4 2019.
  • 1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.