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MPS Loria Financial Planners’s American Tower AMT Stock Holding History

MPS Loria Financial Planners’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
-76
Closed -$18K – 116
2021
Q1 		$18K Hold
76
– – 0.01% 246
2020
Q4 		$17K Buy
+76
New +$17.7K 0.01% 247

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
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 $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's AMT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of American Tower (AMT) in Q2 2021, closing a stake of 76 shares — an estimated $18K sold.

MPS Loria Financial Planners first reported a position in AMT in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 76 American Tower shares in Q2 2021, an estimated $18K.
  • MPS Loria Financial Planners first reported a position in American Tower in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's American Tower position peaked at $18K in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.