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Reilly Financial Advisors’s American Tower AMT Stock Holding History

Reilly Financial 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 		$344K Buy
1,177
+91
+8% +$24.9K 0.03% 170
2021
Q3 		$288K Hold
1,086
– – 0.02% 170
2021
Q2 		$294K Sell
1,086
-18
-2% -$4.59K 0.02% 174
2021
Q1 		$264K Sell
1,104
-164
-13% -$36.5K 0.02% 168
2020
Q4 		$285K Buy
1,268
+50
+4% +$11.6K 0.03% 162
2020
Q3 		$294K Sell
1,218
-27
-2% -$6.84K 0.03% 152
2020
Q2 		$322K Buy
1,245
+27
+2% +$6.68K 0.04% 149
2020
Q1 		$265K Buy
1,218
+312
+34% +$72.6K 0.04% 150
2019
Q4 		$208K Sell
906
-250
-22% -$54.5K 0.02% 179
2019
Q3 		$256K Buy
1,156
+750
+185% +$164K 0.03% 172
2019
Q2 		$83K Hold
406
– – 0.01% 271
2019
Q1 		$80K Buy
406
+54
+15% +$9.47K 0.01% 267
2018
Q4 		$56K Hold
352
– – 0.01% 307
2018
Q3 		$51K Hold
352
– – 0.01% 360
2018
Q2 		$51K Hold
352
– – 0.01% 309
2018
Q1 		$51K Buy
352
+332
+1,660% +$46.8K 0.01% 298
2017
Q4 		$3K Hold
20
– – ﹤0.01% 834
2017
Q3 		$3K Hold
20
– – ﹤0.01% 828
2017
Q2 		$3K Hold
20
– – ﹤0.01% 829
2017
Q1 		$2K Hold
20
– – ﹤0.01% 839
2016
Q4 		$2K Hold
20
– – ﹤0.01% 759
2016
Q3 		$2K Hold
20
– – ﹤0.01% 743
2016
Q2 		$2K Hold
20
– – ﹤0.01% 707
2016
Q1 		$2K Buy
+20
New +$1.87K ﹤0.01% 1065
2015
Q4 		– Sell
-20
Closed -$1.95K – 1207
2015
Q3 		$2K Hold
20
– – ﹤0.01% 1126
2015
Q2 		$2K Hold
20
– – ﹤0.01% 1217
2015
Q1 		$2K Buy
+20
New +$1.95K ﹤0.01% 1161

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

Reilly Financial Advisors's AMT Position: Q4 2021 in Review

Reilly Financial Advisors increased its American Tower (AMT) stake by 8.4% in Q4 2021, buying an estimated $24.9K and bringing the position to 1,177 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #170.

Reilly Financial Advisors first reported a position in AMT in Q1 2015 and has held it in 27 quarters since. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Reilly Financial Advisors held 1,177 shares of American Tower worth $344K as of Q4 2021.
  • Reilly Financial Advisors bought 91 American Tower shares in Q4 2021, an estimated $24.9K.
  • American Tower made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #170 holding.
  • Reilly Financial Advisors first reported a position in American Tower in Q1 2015 and has held it in 27 quarters since.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.