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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 $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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
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

Wealthcare Capital Management's AMT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of American Tower (AMT) in Q2 2021, closing a stake of 11 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in AMT in Q4 2014 and held it in 12 quarters. The position peaked at $15K in Q1 2015. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 11 American Tower shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in American Tower in Q4 2014 and held it in 12 quarters.
  • Wealthcare Capital Management's American Tower position peaked at $15K in Q1 2015.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.