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Litman Gregory Wealth Management’s American Tower AMT Stock Holding History

Litman Gregory 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
Q2 		– Sell
-16
Closed -$4K – 80
2021
Q1 		$4K Hold
16
– – ﹤0.01% 169
2020
Q4 		$4K Hold
16
– – ﹤0.01% 170
2020
Q3 		$4K Hold
16
– – ﹤0.01% 182
2020
Q2 		$4K Hold
16
– – ﹤0.01% 149
2020
Q1 		$3K Hold
16
– – ﹤0.01% 143
2019
Q4 		$4K Sell
16
-74
-82% -$16.1K ﹤0.01% 176
2019
Q3 		$20K Sell
90
-73
-45% -$15.9K ﹤0.01% 112
2019
Q2 		$33K Buy
+163
New +$32.8K 0.01% 107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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