Level Four Financial’s American Tower AMT Stock Holding History

Level Four Financial’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
2021 Q3	$273K	Buy	1,027 +1	+0.1%	+$285	0.12%	218
2021 Q2	$277K	Sell	1,026 -90	-8%	-$22.9K	0.12%	234
2021 Q1	$267K	Sell	1,116 -73	-6%	-$16.3K	0.12%	214
2020 Q4	$267K	Buy	+1,189	New	+$276K	0.12%	228

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Financial's AMT Position: Q3 2021 in Review

Level Four Financial increased its American Tower (AMT) stake by 0.1% in Q3 2021, buying an estimated $285 and bringing the position to 1,027 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #218.

Level Four Financial first reported a position in AMT in Q4 2020 and has held it in 4 quarters since. The position peaked at $277K in Q2 2021. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

Level Four Financial held 1,027 shares of American Tower worth $273K as of Q3 2021.
Level Four Financial bought 1 American Tower share in Q3 2021, an estimated $285.
American Tower made up 0.12% of Level Four Financial's portfolio in Q3 2021, its #218 holding.
Level Four Financial first reported a position in American Tower in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's American Tower position peaked at $277K in Q2 2021.
1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.