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True Link Financial Advisors’s American Tower AMT Stock Holding History

True Link Financial Advisors’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
Q4 		– Sell
-32
Closed -$8K – 755
2021
Q3 		$8K Hold
32
– – ﹤0.01% 638
2021
Q2 		$9K Buy
+32
New +$8.15K ﹤0.01% 564
2021
Q1 		– Sell
-68
Closed -$15K – 689
2020
Q4 		$15K Buy
+68
New +$15.8K ﹤0.01% 628

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Link Financial Advisors's AMT Position: Q4 2021 in Review

True Link Financial Advisors sold out of American Tower (AMT) in Q4 2021, closing a stake of 32 shares — an estimated $8K sold.

True Link Financial Advisors first reported a position in AMT in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • True Link Financial Advisors reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 32 American Tower shares in Q4 2021, an estimated $8K.
  • True Link Financial Advisors first reported a position in American Tower in Q4 2020 and held it in 3 quarters.
  • True Link Financial Advisors's American Tower position peaked at $15K in Q4 2020.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on True Link Financial Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.