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Personal Capital Advisors’s American Tower AMT Stock Holding History

Personal Capital 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
2022
Q4 		$618K Sell
2,915
-140
-5% -$29.1K ﹤0.01% 273
2022
Q3 		$656K Buy
3,055
+387
+15% +$99.4K ﹤0.01% 258
2022
Q2 		$682K Buy
2,668
+158
+6% +$39.6K ﹤0.01% 255
2022
Q1 		$631K Buy
2,510
+43
+2% +$10.5K ﹤0.01% 285
2021
Q4 		$720K Buy
2,467
+871
+55% +$238K ﹤0.01% 287
2021
Q3 		$424K Buy
1,596
+86
+6% +$24.5K ﹤0.01% 333
2021
Q2 		$408K Sell
1,510
-449
-23% -$114K ﹤0.01% 341
2021
Q1 		$468K Buy
1,959
+429
+28% +$95.5K ﹤0.01% 315
2020
Q4 		$343K Sell
1,530
-377
-20% -$87.6K ﹤0.01% 357
2020
Q3 		$461K Sell
1,907
-199
-9% -$50.5K ﹤0.01% 290
2020
Q2 		$544K Sell
2,106
-1,364
-39% -$337K ﹤0.01% 249
2020
Q1 		$614K Sell
3,470
-17,098
-83% -$3.98M 0.01% 244
2019
Q4 		$4.73M Buy
20,568
+1,317
+7% +$287K 0.04% 165
2019
Q3 		$4.26M Sell
19,251
-7,414
-28% -$1.62M 0.04% 152
2019
Q2 		$5.45M Sell
26,665
-228,557
-90% -$45.9M 0.06% 141
2019
Q1 		$50.3M Sell
255,222
-5,627
-2% -$987K 0.56% 28
2018
Q4 		$41.3M Buy
260,849
+8,870
+4% +$1.39M 0.55% 37
2018
Q3 		$36.6M Buy
251,979
+14,039
+6% +$2.06M 0.47% 49
2018
Q2 		$34.3M Buy
237,940
+19,927
+9% +$2.77M 0.48% 45
2018
Q1 		$31.7M Buy
218,013
+21,935
+11% +$3.09M 0.49% 43
2017
Q4 		$28M Buy
196,078
+14,069
+8% +$2.01M 0.48% 52
2017
Q3 		$24.9M Buy
182,009
+10,813
+6% +$1.51M 0.48% 52
2017
Q2 		$22.7M Buy
171,196
+23,157
+16% +$2.97M 0.5% 51
2017
Q1 		$17.9M Buy
+148,039
New +$16.3M 0.45% 68

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Personal Capital Advisors's AMT Position: Q4 2022 in Review

Personal Capital Advisors reduced its American Tower (AMT) stake by 4.6% in Q4 2022, selling an estimated $29.1K and leaving 2,915 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Personal Capital Advisors first reported a position in AMT in Q1 2017 and has held it in 24 quarters since. The position peaked at $50.3M in Q1 2019. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Personal Capital Advisors held 2,915 shares of American Tower worth $618K as of Q4 2022.
  • Personal Capital Advisors sold 140 American Tower shares in Q4 2022, an estimated $29.1K.
  • American Tower made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #273 holding.
  • Personal Capital Advisors first reported a position in American Tower in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's American Tower position peaked at $50.3M in Q1 2019.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.