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Smith & Howard Wealth Management’s American Tower AMT Stock Holding History

Smith & Howard Wealth Management’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
Q1 		– Sell
-1,084
Closed -$243K – 64
2020
Q4 		$243K Hold
1,084
– – 0.13% 54
2020
Q3 		$262K Hold
1,084
– – 0.15% 51
2020
Q2 		$280K Sell
1,084
-66
-6% -$16.3K 0.17% 52
2020
Q1 		$250K Sell
1,150
-23
-2% -$5.35K 0.16% 54
2019
Q4 		$270K Buy
+1,173
New +$256K 0.09% 67

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Smith & Howard Wealth Management's AMT Position: Q1 2021 in Review

Smith & Howard Wealth Management sold out of American Tower (AMT) in Q1 2021, closing a stake of 1,084 shares — an estimated $243K sold.

Smith & Howard Wealth Management first reported a position in AMT in Q4 2019 and held it in 5 quarters. The position peaked at $280K in Q2 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • Smith & Howard Wealth Management reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,084 American Tower shares in Q1 2021, an estimated $243K.
  • Smith & Howard Wealth Management first reported a position in American Tower in Q4 2019 and held it in 5 quarters.
  • Smith & Howard Wealth Management's American Tower position peaked at $280K in Q2 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.