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M Holdings Securities’s American Tower AMT Stock Holding History

M Holdings Securities’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
-969
Closed -$232K – 249
2021
Q1 		$232K Buy
+969
New +$216K 0.02% 438
2019
Q2 		– Sell
-1,142
Closed -$225K – 169
2019
Q1 		$225K Buy
+1,142
New +$200K 0.05% 330
2018
Q3 		– Sell
-1,834
Closed -$264K – 350
2018
Q2 		$264K Buy
+1,834
New +$255K 0.07% 287

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

M Holdings Securities's AMT Position: Q2 2021 in Review

M Holdings Securities sold out of American Tower (AMT) in Q2 2021, closing a stake of 969 shares — an estimated $232K sold.

M Holdings Securities first reported a position in AMT in Q2 2018 and held it in 3 quarters. The position peaked at $264K in Q2 2018. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • M Holdings Securities reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • M Holdings Securities sold 969 American Tower shares in Q2 2021, an estimated $232K.
  • M Holdings Securities first reported a position in American Tower in Q2 2018 and held it in 3 quarters.
  • M Holdings Securities's American Tower position peaked at $264K in Q2 2018.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.