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Taylor Wealth Management Partners’s American Tower AMT Stock Holding History

Taylor Wealth Management 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
2022
Q2 		$9.42M Sell
36,852
-2,485
-6% -$624K 5.35% 3
2022
Q1 		$9.88M Sell
39,337
-5,137
-12% -$1.25M 4% 3
2021
Q4 		$13M Buy
44,474
+400
+0.9% +$109K 4.58% 5
2021
Q3 		$11.7M Buy
44,074
+1,530
+4% +$436K 4.17% 6
2021
Q2 		$11.5M Sell
42,544
-1,616
-4% -$412K 4.05% 6
2021
Q1 		$10.6M Buy
44,160
+74
+0.2% +$16.5K 3.85% 6
2020
Q4 		$9.9M Sell
44,086
-49
-0.1% -$11.4K 3.8% 7
2020
Q3 		$10.7M Buy
44,135
+207
+0.5% +$52.5K 4.89% 7
2020
Q2 		$11.4M Sell
43,928
-4,811
-10% -$1.19M 5.77% 3
2020
Q1 		$10.6M Sell
48,739
-15,378
-24% -$3.58M 6.51% 2
2019
Q4 		$14.7M Sell
64,117
-666
-1% -$145K 6.79% 2
2019
Q3 		$14.3M Sell
64,783
-5,907
-8% -$1.29M 6.7% 3
2019
Q2 		$14.5M Sell
70,690
-3,580
-5% -$720K 6.75% 3
2019
Q1 		$14.6M Sell
74,270
-1,545
-2% -$271K 7.28% 1
2018
Q4 		$12M Sell
75,815
-2,168
-3% -$339K 6.92% 2
2018
Q3 		$11.3M Buy
77,983
+525
+0.7% +$77K 4.82% 7
2018
Q2 		$11.2M Sell
77,458
-125
-0.2% -$17.4K 4.97% 3
2018
Q1 		$11.3M Sell
77,583
-5,154
-6% -$726K 5.43% 3
2017
Q4 		$11.8M Sell
82,737
-400
-0.5% -$57.1K 5.02% 2
2017
Q3 		$11.4M Sell
83,137
-2,120
-2% -$295K 5.07% 1
2017
Q2 		$11.3M Sell
85,257
-1,240
-1% -$159K 5.11% 2
2017
Q1 		$10.5M Sell
86,497
-3,635
-4% -$400K 4.76% 1
2016
Q4 		$9.53M Sell
90,132
-2,640
-3% -$287K 4.41% 3
2016
Q3 		$10.5M Sell
92,772
-7,880
-8% -$901K 4.72% 2
2016
Q2 		$11.4M Sell
100,652
-2,140
-2% -$228K 4.58% 3
2016
Q1 		$10.5M Buy
102,792
+5,128
+5% +$479K 4.97% 3
2015
Q4 		$9.47M Buy
97,664
+1,769
+2% +$172K 4.08% 7
2015
Q3 		$8.44M Sell
95,895
-3,051
-3% -$287K 4.07% 11
2015
Q2 		$9.23M Sell
98,946
-253
-0.3% -$23.9K 2.95% 14
2015
Q1 		$9.34M Buy
+99,199
New +$9.65M 2.93% 12

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Taylor Wealth Management Partners's AMT Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its American Tower (AMT) stake by 6.3% in Q2 2022, selling an estimated $624K and leaving 36,852 shares worth $9.42M. The position accounts for 5.35% of the portfolio, ranked #3.

Taylor Wealth Management Partners first reported a position in AMT in Q1 2015 and has held it in 30 quarters since. The position peaked at $14.7M in Q4 2019. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Taylor Wealth Management Partners held 36,852 shares of American Tower worth $9.42M as of Q2 2022.
  • Taylor Wealth Management Partners sold 2,485 American Tower shares in Q2 2022, an estimated $624K.
  • American Tower made up 5.35% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #3 holding.
  • Taylor Wealth Management Partners first reported a position in American Tower in Q1 2015 and has held it in 30 quarters since.
  • Taylor Wealth Management Partners's American Tower position peaked at $14.7M in Q4 2019.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.