Level Financial Advisors’s American Tower AMT Stock Holding History

Level Financial 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
2022 Q1	–	Sell	-18	Closed	-$5K	–	231
2021 Q4	$5K	Buy	+18	New	+$4.92K	﹤0.01%	203

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Level Financial Advisors's AMT Position: Q1 2022 in Review

Level Financial Advisors sold out of American Tower (AMT) in Q1 2022, closing a stake of 18 shares — an estimated $5K sold.

Level Financial Advisors first reported a position in AMT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 1,720 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

Level Financial Advisors reported no remaining American Tower position as of Q1 2022 after selling out during the quarter.
Level Financial Advisors sold 18 American Tower shares in Q1 2022, an estimated $5K.
Level Financial Advisors first reported a position in American Tower in Q4 2021 and held it in 1 quarter.
Level Financial Advisors's American Tower position peaked at $5K in Q4 2021.
1,720 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.