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Wealthspire Advisors (Maryland)’s American Tower AMT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.08M Sell
4,450
-4,783
-52% -$1.21M 0.04% 183
2020
Q2 		$2.39M Buy
9,233
+219
+2% +$54.2K 0.17% 86
2020
Q1 		$1.96M Sell
9,014
-118
-1% -$27.5K 0.17% 84
2019
Q4 		$2.1M Sell
9,132
-120
-1% -$26.1K 0.14% 95
2019
Q3 		$2.05M Buy
9,252
+40
+0.4% +$8.73K 0.15% 91
2019
Q2 		$1.88M Buy
9,212
+102
+1% +$20.5K 0.14% 95
2019
Q1 		$1.79M Sell
9,110
-449
-5% -$78.7K 0.14% 94
2018
Q4 		$1.51M Sell
9,559
-244
-2% -$38.1K 0.13% 94
2018
Q3 		$1.42M Buy
9,803
+811
+9% +$119K 0.12% 101
2018
Q2 		$1.3M Buy
8,992
+273
+3% +$37.9K 0.12% 103
2018
Q1 		$1.27M Buy
8,719
+580
+7% +$81.7K 0.12% 108
2017
Q4 		$1.16M Buy
8,139
+975
+14% +$139K 0.11% 119
2017
Q3 		$979K Buy
7,164
+106
+2% +$14.8K 0.11% 135
2017
Q2 		$934K Sell
7,058
-322
-4% -$41.2K 0.11% 125
2017
Q1 		$897K Buy
7,380
+4,339
+143% +$477K 0.13% 107
2016
Q4 		$321K Buy
3,041
+2,280
+300% +$248K 0.05% 258
2016
Q3 		$86K Buy
761
+32
+4% +$3.66K 0.01% 616
2016
Q2 		$83K Buy
729
+154
+27% +$16.4K 0.01% 574
2016
Q1 		$59K Buy
575
+12
+2% +$1.12K 0.01% 658
2015
Q4 		$55K Buy
+563
New +$54.9K 0.01% 688

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its American Tower (AMT) stake by 52% in Q3 2020, selling an estimated $1.21M and leaving 4,450 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #183.

Wealthspire Advisors (Maryland) first reported a position in AMT in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.39M in Q2 2020. 1,516 funds tracked by Wall St. Rank hold AMT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,450 shares of American Tower worth $1.08M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,783 American Tower shares in Q3 2020, an estimated $1.21M.
  • American Tower made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #183 holding.
  • Wealthspire Advisors (Maryland) first reported a position in American Tower in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s American Tower position peaked at $2.39M in Q2 2020.
  • 1,516 funds tracked by Wall St. Rank held American Tower as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.