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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Liberty Wealth Management's AMT Position: Q4 2021 in Review

Liberty Wealth Management sold out of American Tower (AMT) in Q4 2021, closing a stake of 695 shares — an estimated $188K sold.

Liberty Wealth Management first reported a position in AMT in Q4 2018 and held it in 12 quarters. The position peaked at $188K in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

Liberty Wealth Management reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 695 American Tower shares in Q4 2021, an estimated $188K.
Liberty Wealth Management first reported a position in American Tower in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's American Tower position peaked at $188K in Q3 2021.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.