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Seven Springs Wealth Group’s American Tower AMT Stock Holding History

Seven Springs 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
-69
Closed -$16K – 80
2021
Q1 		$16K Sell
69
-16
-19% -$3.56K 0.01% 109
2020
Q4 		$19K Buy
85
+16
+23% +$3.72K 0.01% 101
2020
Q3 		$17K Hold
69
– – 0.01% 99
2020
Q2 		$18K Hold
69
– – 0.01% 95
2020
Q1 		$15K Sell
69
-273
-80% -$63.5K 0.01% 99
2019
Q4 		$79K Buy
+342
New +$74.5K 0.05% 77

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Seven Springs Wealth Group's AMT Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of American Tower (AMT) in Q2 2021, closing a stake of 69 shares — an estimated $16K sold.

Seven Springs Wealth Group first reported a position in AMT in Q4 2019 and held it in 6 quarters. The position peaked at $79K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 69 American Tower shares in Q2 2021, an estimated $16K.
  • Seven Springs Wealth Group first reported a position in American Tower in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's American Tower position peaked at $79K in Q4 2019.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.