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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's AMT Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of American Tower (AMT) in Q2 2021, closing a stake of 16 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in AMT in Q2 2019 and held it in 8 quarters. The position peaked at $33K in Q2 2019. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 16 American Tower shares in Q2 2021, an estimated $4K.
  • Litman Gregory Wealth Management first reported a position in American Tower in Q2 2019 and held it in 8 quarters.
  • Litman Gregory Wealth Management's American Tower position peaked at $33K in Q2 2019.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.