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Optimal Asset Management’s American Tower AMT Stock Holding History

Optimal Asset 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
Q1 		– Sell
-12,351
Closed -$2.77M – 354
2020
Q4 		$2.77M Sell
12,351
-22
-0.2% -$5.11K 0.39% 77
2020
Q3 		$2.99M Buy
12,373
+681
+6% +$173K 0.43% 67
2020
Q2 		$3.02M Sell
11,692
-19,966
-63% -$4.94M 0.49% 54
2020
Q1 		$6.89M Buy
31,658
+7,496
+31% +$1.74M 0.65% 24
2019
Q4 		$5.55M Buy
+24,162
New +$5.26M 0.84% 10

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Optimal Asset Management's AMT Position: Q1 2021 in Review

Optimal Asset Management sold out of American Tower (AMT) in Q1 2021, closing a stake of 12,351 shares — an estimated $2.77M sold.

Optimal Asset Management first reported a position in AMT in Q4 2019 and held it in 5 quarters. The position peaked at $6.89M in Q1 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • Optimal Asset Management reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 12,351 American Tower shares in Q1 2021, an estimated $2.77M.
  • Optimal Asset Management first reported a position in American Tower in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's American Tower position peaked at $6.89M in Q1 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.