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Mountain Capital Investment Advisors’s American Tower AMT Stock Holding History

Mountain Capital Investment Advisors’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
-1,121
Closed -$294K – 118
2021
Q3 		$294K Sell
1,121
-865
-44% -$247K 0.16% 112
2021
Q2 		$552K Sell
1,986
-53
-3% -$13.5K 0.25% 102
2021
Q1 		$495K Buy
2,039
+139
+7% +$31K 0.25% 121
2020
Q4 		$408K Buy
+1,900
New +$442K 0.25% 109

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's AMT Position: Q4 2021 in Review

Mountain Capital Investment Advisors sold out of American Tower (AMT) in Q4 2021, closing a stake of 1,121 shares — an estimated $294K sold.

Mountain Capital Investment Advisors first reported a position in AMT in Q4 2020 and held it in 4 quarters. The position peaked at $552K in Q2 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Mountain Capital Investment Advisors reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,121 American Tower shares in Q4 2021, an estimated $294K.
  • Mountain Capital Investment Advisors first reported a position in American Tower in Q4 2020 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's American Tower position peaked at $552K in Q2 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.