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tru Independence’s American Tower AMT Stock Holding History

tru Independence’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
-54
Closed -$13 – 315
2020
Q4 		$13 Buy
+54
New +$12.6K ﹤0.01% 564
2020
Q3 		– Sell
-982
Closed -$254K – 340
2020
Q2 		$254K Buy
982
+75
+8% +$18.6K 0.04% 223
2020
Q1 		$197K Hold
907
– – 0.03% 199
2019
Q4 		$197K Buy
+907
New +$198K 0.03% 245

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
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

tru Independence's AMT Position: Q1 2021 in Review

tru Independence sold out of American Tower (AMT) in Q1 2021, closing a stake of 54 shares — an estimated $13 sold.

tru Independence first reported a position in AMT in Q4 2019 and held it in 4 quarters. The position peaked at $254K in Q2 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • tru Independence reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 54 American Tower shares in Q1 2021, an estimated $13.
  • tru Independence first reported a position in American Tower in Q4 2019 and held it in 4 quarters.
  • tru Independence's American Tower position peaked at $254K in Q2 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.