Regal Wealth Group’s American Tower AMT Stock Holding History

Regal Wealth Group’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	-124	Closed	-$30K	–	59
2021 Q1	$30K	Hold	124	–	–	0.02%	121
2020 Q4	$28K	Hold	124	–	–	0.02%	119
2020 Q3	$30K	Hold	124	–	–	0.02%	103
2020 Q2	$32K	Hold	124	–	–	0.03%	100
2020 Q1	$27K	Hold	124	–	–	0.03%	91
2019 Q4	$28K	Hold	124	–	–	0.02%	103
2019 Q3	$27K	Hold	124	–	–	0.02%	98
2019 Q2	$25K	Hold	124	–	–	0.02%	99
2019 Q1	$24K	Hold	124	–	–	0.02%	93
2018 Q4	$20K	Hold	124	–	–	0.02%	95
2018 Q3	$18K	Hold	124	–	–	0.01%	104
2018 Q2	$18K	Hold	124	–	–	0.02%	110
2018 Q1	$18K	Hold	124	–	–	0.01%	108
2017 Q4	$18K	Hold	124	–	–	0.01%	106
2017 Q3	$17K	Hold	124	–	–	0.01%	102
2017 Q2	$16K	Hold	124	–	–	0.01%	103
2017 Q1	$15K	Hold	124	–	–	0.01%	105
2016 Q4	$13K	Hold	124	–	–	0.01%	108
2016 Q3	$14K	Hold	124	–	–	0.01%	107
2016 Q2	$14K	Hold	124	–	–	0.01%	108
2016 Q1	$13K	Hold	124	–	–	0.01%	110
2015 Q4	$12K	Buy	+124	New	+$12.1K	0.01%	111

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regal Wealth Group's AMT Position: Q2 2021 in Review

Regal Wealth Group sold out of American Tower (AMT) in Q2 2021, closing a stake of 124 shares — an estimated $30K sold.

Regal Wealth Group first reported a position in AMT in Q4 2015 and held it in 22 quarters. The position peaked at $32K in Q2 2020. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

Regal Wealth Group reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 124 American Tower shares in Q2 2021, an estimated $30K.
Regal Wealth Group first reported a position in American Tower in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's American Tower position peaked at $32K in Q2 2020.
1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.