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Liberty Wealth Management’s American Tower AMT Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-695
Closed -$188K – 208
2021
Q3 		$188K Buy
695
+281
+68% +$80.1K 0.07% 174
2021
Q2 		$112K Buy
414
+3
+0.7% +$765 0.04% 202
2021
Q1 		$96K Hold
411
– – 0.05% 185
2020
Q4 		$96K Buy
411
+90
+28% +$20.9K 0.05% 183
2020
Q3 		$78K Sell
321
-19
-6% -$4.82K 0.05% 181
2020
Q2 		$88K Sell
340
-1
-0.3% -$247 0.06% 160
2020
Q1 		$74K Buy
341
+227
+199% +$52.8K 0.06% 169
2019
Q4 		$26K Hold
114
– – 0.02% 366
2019
Q3 		$25K Buy
114
+1
+0.9% +$218 0.02% 362
2019
Q2 		$23K Hold
113
– – 0.02% 389
2019
Q1 		$22K Buy
113
+1
+0.9% +$175 0.02% 332
2018
Q4 		$17K Buy
+112
New +$17.5K 0.01% 348

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return