SHFA
AMT icon

SC&H Financial Advisors’s American Tower AMT Stock Holding History

SC&H 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
2022
Q2 		– Sell
-870
Closed -$219K – 137
2022
Q1 		$219K Hold
870
– – 0.1% 139
2021
Q4 		$254K Buy
+870
New +$238K 0.14% 133

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

SC&H Financial Advisors's AMT Position: Q2 2022 in Review

SC&H Financial Advisors sold out of American Tower (AMT) in Q2 2022, closing a stake of 870 shares — an estimated $219K sold.

SC&H Financial Advisors first reported a position in AMT in Q4 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • SC&H Financial Advisors reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 870 American Tower shares in Q2 2022, an estimated $219K.
  • SC&H Financial Advisors first reported a position in American Tower in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's American Tower position peaked at $254K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.