WCM
AMT icon

Wealthcare Capital Management’s American Tower AMT Stock Holding History

Wealthcare Capital Management’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 		– Sell
-11
Closed -$3K – 110
2021
Q1 		$3K Buy
+11
New +$2.45K ﹤0.01% 459
2020
Q1 		– Sell
-38
Closed -$9K – 266
2019
Q4 		$9K Buy
+38
New +$8.28K ﹤0.01% 195
2017
Q2 		– Sell
-6
Closed -$1K – 179
2017
Q1 		$1K Hold
6
– – ﹤0.01% 166
2016
Q4 		$1K Hold
6
– – ﹤0.01% 163
2016
Q3 		$1K Hold
6
– – ﹤0.01% 177
2016
Q2 		$1K Hold
6
– – ﹤0.01% 179
2016
Q1 		$1K Hold
6
– – ﹤0.01% 189
2015
Q4 		$1K Hold
6
– – ﹤0.01% 201
2015
Q3 		$1K Hold
6
– – ﹤0.01% 219
2015
Q2 		$1K Sell
6
-154
-96% -$14.6K ﹤0.01% 348
2015
Q1 		$15K Buy
160
+154
+2,567% +$15K ﹤0.01% 442
2014
Q4 		$1K Buy
+6
New +$589 ﹤0.01% 178

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return