TrueWealth LLC’s American Tower AMT Stock Holding History

TrueWealth LLC’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 Q2	$228K	Sell	881 -10	-1%	-$2.47K	0.1%	116
2020 Q1	$194K	Hold	891	–	–	0.09%	120
2019 Q4	$205K	Buy	891 +1	+0.1%	+$218	0.08%	136
2019 Q3	$197K	Hold	890	–	–	0.09%	134
2019 Q2	$182K	Hold	890	–	–	0.08%	145
2019 Q1	$175K	Hold	890	–	–	0.08%	144
2018 Q4	$141K	Hold	890	–	–	0.07%	155
2018 Q3	$129K	Sell	890 -51	-5%	-$7.48K	0.06%	176
2018 Q2	$136K	Buy	941 +20	+2%	+$2.78K	0.06%	163
2018 Q1	$134K	Sell	921 -786	-46%	-$111K	0.07%	160
2017 Q4	$244K	Buy	+1,707	New	+$244K	0.11%	114

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's AMT Position: Q2 2020 in Review

TrueWealth LLC reduced its American Tower (AMT) stake by 1.1% in Q2 2020, selling an estimated $2.47K and leaving 881 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #116.

TrueWealth LLC first reported a position in AMT in Q4 2017 and has held it in 11 quarters since. The position peaked at $244K in Q4 2017. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

TrueWealth LLC held 881 shares of American Tower worth $228K as of Q2 2020.
TrueWealth LLC sold 10 American Tower shares in Q2 2020, an estimated $2.47K.
American Tower made up 0.1% of TrueWealth LLC's portfolio in Q2 2020, its #116 holding.
TrueWealth LLC first reported a position in American Tower in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's American Tower position peaked at $244K in Q4 2017.
1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.