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TRH Financial’s American Tower AMT Stock Holding History

TRH Financial’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 		$278K Buy
1,087
+1
+0.1% +$251 0.09% 62
2022
Q1 		$273K Buy
1,086
+3
+0.3% +$732 0.08% 69
2021
Q4 		$317K Buy
1,083
+3
+0.3% +$820 0.1% 59
2021
Q3 		$287K Sell
1,080
-384
-26% -$109K 0.11% 58
2021
Q2 		$395K Sell
1,464
-297
-17% -$75.7K 0.17% 55
2021
Q1 		$421K Buy
1,761
+2
+0.1% +$445 0.21% 54
2020
Q4 		$395K Sell
1,759
-205
-10% -$47.7K 0.23% 49
2020
Q3 		$475K Buy
1,964
+51
+3% +$12.9K 0.32% 45
2020
Q2 		$506K Buy
+1,913
New +$473K 0.4% 44
2019
Q4 		$384K Buy
+1,715
New +$374K 0.33% 51

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

TRH Financial's AMT Position: Q2 2022 in Review

TRH Financial increased its American Tower (AMT) stake by 0.09% in Q2 2022, buying an estimated $251 and bringing the position to 1,087 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #62.

TRH Financial first reported a position in AMT in Q4 2019 and has held it in 10 quarters since. The position peaked at $506K in Q2 2020. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • TRH Financial held 1,087 shares of American Tower worth $278K as of Q2 2022.
  • TRH Financial bought 1 American Tower share in Q2 2022, an estimated $251.
  • American Tower made up 0.09% of TRH Financial's portfolio in Q2 2022, its #62 holding.
  • TRH Financial first reported a position in American Tower in Q4 2019 and has held it in 10 quarters since.
  • TRH Financial's American Tower position peaked at $506K in Q2 2020.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on TRH Financial's 13F filing for Q2 2022, filed 26 Jul 2022.