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USCA RIA’s American Tower AMT Stock Holding History

USCA RIA’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
Q2 		$925K Buy
3,422
+15
+0.4% +$3.82K 0.06% 312
2021
Q1 		$815K Sell
3,407
-400
-11% -$89.1K 0.05% 318
2020
Q4 		$855K Buy
3,807
+2,075
+120% +$482K 0.06% 254
2020
Q3 		$419K Buy
1,732
+99
+6% +$25.1K 0.03% 317
2020
Q2 		$422K Buy
1,633
+298
+22% +$73.7K 0.04% 300
2020
Q1 		$291K Sell
1,335
-797
-37% -$185K 0.03% 327
2019
Q4 		$490K Sell
2,132
-18
-0.8% -$3.92K 0.04% 325
2019
Q3 		$475K Buy
2,150
+297
+16% +$64.8K 0.05% 309
2019
Q2 		$379K Buy
+1,853
New +$373K 0.04% 334

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

USCA RIA's AMT Position: Q2 2021 in Review

USCA RIA increased its American Tower (AMT) stake by 0.44% in Q2 2021, buying an estimated $3.82K and bringing the position to 3,422 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #312.

USCA RIA first reported a position in AMT in Q2 2019 and has held it in 9 quarters since. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • USCA RIA held 3,422 shares of American Tower worth $925K as of Q2 2021.
  • USCA RIA bought 15 American Tower shares in Q2 2021, an estimated $3.82K.
  • American Tower made up 0.06% of USCA RIA's portfolio in Q2 2021, its #312 holding.
  • USCA RIA first reported a position in American Tower in Q2 2019 and has held it in 9 quarters since.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.