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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
2016
Q1 		– Sell
-20
Closed -$2K – 1192
2015
Q4 		$2K Buy
+20
New +$1.95K ﹤0.01% 1061

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.