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ShoreHaven Wealth Partners’s American Tower AMT Stock Holding History

ShoreHaven Wealth Partners’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
-91
Closed -$22K – 70
2021
Q1 		$22K Buy
+91
New +$20.3K 0.01% 165

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 $3.38T AUM 44.17% 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

ShoreHaven Wealth Partners's AMT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of American Tower (AMT) in Q2 2021, closing a stake of 91 shares — an estimated $22K sold.

ShoreHaven Wealth Partners first reported a position in AMT in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 91 American Tower shares in Q2 2021, an estimated $22K.
  • ShoreHaven Wealth Partners first reported a position in American Tower in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's American Tower position peaked at $22K in Q1 2021.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.