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Precision Wealth Strategies’s American Tower AMT Stock Holding History

Precision Wealth Strategies’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
-1,616
Closed -$386K – 113
2021
Q1 		$386K Sell
1,616
-89
-5% -$19.8K 0.37% 40
2020
Q4 		$383K Buy
+1,705
New +$396K 0.42% 33

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

Precision Wealth Strategies's AMT Position: Q2 2021 in Review

Precision Wealth Strategies sold out of American Tower (AMT) in Q2 2021, closing a stake of 1,616 shares — an estimated $386K sold.

Precision Wealth Strategies first reported a position in AMT in Q4 2020 and held it in 2 quarters. The position peaked at $386K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Precision Wealth Strategies reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,616 American Tower shares in Q2 2021, an estimated $386K.
  • Precision Wealth Strategies first reported a position in American Tower in Q4 2020 and held it in 2 quarters.
  • Precision Wealth Strategies's American Tower position peaked at $386K in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Precision Wealth Strategies's 13F filing for Q2 2021, filed 22 Jul 2021.