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Sonora Investment Management’s American Tower AMT Stock Holding History

Sonora Investment 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
Q3 		$1.92M Sell
7,214
-202
-3% -$57.6K 0.24% 83
2021
Q2 		$2M Sell
7,416
-175
-2% -$44.6K 0.26% 82
2021
Q1 		$1.81M Sell
7,591
-198
-3% -$44.1K 0.14% 148
2020
Q4 		$1.75M Buy
7,789
+3,472
+80% +$807K 0.15% 148
2020
Q3 		$1.04M Buy
4,317
+3,570
+478% +$905K 0.1% 159
2020
Q2 		$193K Buy
747
+494
+195% +$122K 0.02% 245
2020
Q1 		$55K Sell
253
-150
-37% -$34.9K 0.01% 439
2019
Q4 		$93K Buy
+403
New +$87.8K 0.01% 359
2019
Q3 		– Sell
-485
Closed -$99K – 1684
2019
Q2 		$99K Buy
485
+270
+126% +$54.3K 0.01% 352
2019
Q1 		$42K Hold
215
– – 0.01% 561
2018
Q4 		$34K Buy
215
+36
+20% +$5.63K ﹤0.01% 469
2018
Q3 		$26K Hold
179
– – ﹤0.01% 541
2018
Q2 		$26K Hold
179
– – ﹤0.01% 530
2018
Q1 		$26K Hold
179
– – ﹤0.01% 506
2017
Q4 		$25.5K Buy
+179
New +$25.6K ﹤0.01% 527
2017
Q3 		– Sell
-140
Closed -$18.5K – 1165
2017
Q2 		$18.5K Hold
140
– – ﹤0.01% 547
2017
Q1 		$17K Hold
140
– – ﹤0.01% 552
2016
Q4 		$14.8K Hold
140
– – ﹤0.01% 529
2016
Q3 		$15.9K Hold
140
– – ﹤0.01% 499
2016
Q2 		$15.9K Hold
140
– – ﹤0.01% 483
2016
Q1 		$14.6K Hold
140
– – ﹤0.01% 545
2015
Q4 		$14K Buy
140
+105
+300% +$10.2K ﹤0.01% 470
2015
Q3 		$3K Buy
+35
New +$3.29K ﹤0.01% 857

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

Sonora Investment Management's AMT Position: Q3 2021 in Review

Sonora Investment Management reduced its American Tower (AMT) stake by 2.7% in Q3 2021, selling an estimated $57.6K and leaving 7,214 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #83.

Sonora Investment Management first reported a position in AMT in Q3 2015 and has held it in 23 quarters since. The position peaked at $2M in Q2 2021. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Sonora Investment Management held 7,214 shares of American Tower worth $1.92M as of Q3 2021.
  • Sonora Investment Management sold 202 American Tower shares in Q3 2021, an estimated $57.6K.
  • American Tower made up 0.24% of Sonora Investment Management's portfolio in Q3 2021, its #83 holding.
  • Sonora Investment Management first reported a position in American Tower in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's American Tower position peaked at $2M in Q2 2021.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.