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Sound Financial Strategies Group’s American Tower AMT Stock Holding History

Sound Financial Strategies 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
2020
Q4 		– Sell
-1,456
Closed -$352K – 83
2020
Q3 		$352K Sell
1,456
-23
-2% -$5.83K 0.22% 56
2020
Q2 		$382K Sell
1,479
-14
-0.9% -$3.46K 0.25% 52
2020
Q1 		$325K Sell
1,493
-4,453
-75% -$1.04M 0.22% 57
2019
Q4 		$1.37M Buy
+5,946
New +$1.3M 0.87% 38

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound Financial Strategies Group's AMT Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of American Tower (AMT) in Q4 2020, closing a stake of 1,456 shares — an estimated $352K sold.

Sound Financial Strategies Group first reported a position in AMT in Q4 2019 and held it in 4 quarters. The position peaked at $1.37M in Q4 2019. 1,587 funds tracked by Wall St. Rank hold AMT as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining American Tower position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,456 American Tower shares in Q4 2020, an estimated $352K.
  • Sound Financial Strategies Group first reported a position in American Tower in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's American Tower position peaked at $1.37M in Q4 2019.
  • 1,587 funds tracked by Wall St. Rank held American Tower as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.