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Phoenix Wealth Advisors’s American Tower AMT Stock Holding History

Phoenix Wealth 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
-604
Closed -$160K – 130
2021
Q3 		$160K Hold
604
– – 0.12% 124
2021
Q2 		$167K Hold
604
– – 0.12% 128
2021
Q1 		$145K Hold
604
– – 0.11% 132
2020
Q4 		$136K Buy
+604
New +$140K 0.1% 130

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

Phoenix Wealth Advisors's AMT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of American Tower (AMT) in Q4 2021, closing a stake of 604 shares — an estimated $160K sold.

Phoenix Wealth Advisors first reported a position in AMT in Q4 2020 and held it in 4 quarters. The position peaked at $167K in Q2 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 604 American Tower shares in Q4 2021, an estimated $160K.
  • Phoenix Wealth Advisors first reported a position in American Tower in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's American Tower position peaked at $167K in Q2 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.