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Wealthstreet Investment Advisors’s American Tower AMT Stock Holding History

Wealthstreet Investment Advisors’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
-17,068
Closed -$4.08M – 106
2021
Q1 		$4.08M Buy
17,068
+225
+1% +$50.1K 0.4% 62
2020
Q4 		$3.78M Sell
16,843
-69
-0.4% -$16K 0.38% 64
2020
Q3 		$4.09M Buy
16,912
+39
+0.2% +$9.89K 0.46% 54
2020
Q2 		$4.36M Hold
16,873
– – 0.53% 46
2020
Q1 		$3.67M Sell
16,873
-250
-1% -$58.2K 0.54% 46
2019
Q4 		$3.94M Sell
17,123
-25
-0.1% -$5.45K 0.46% 57
2019
Q3 		$3.71M Buy
17,148
+625
+4% +$136K 0.47% 57
2019
Q2 		$3.38M Sell
16,523
-39
-0.2% -$7.84K 0.44% 65
2019
Q1 		$3.26M Sell
16,562
-225
-1% -$39.5K 0.43% 64
2018
Q4 		$2.82M Sell
16,787
-600
-3% -$93.8K 0.4% 67
2018
Q3 		$2.53M Sell
17,387
-300
-2% -$44K 0.31% 76
2018
Q2 		$2.55M Hold
17,687
– – 0.34% 75
2018
Q1 		$2.57M Buy
17,687
+632
+4% +$89K 0.32% 77
2017
Q4 		$2.43M Buy
+17,055
New +$2.43M 0.29% 89

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 $3.37T AUM 44.26% 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

Wealthstreet Investment Advisors's AMT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of American Tower (AMT) in Q2 2021, closing a stake of 17,068 shares — an estimated $4.08M sold.

Wealthstreet Investment Advisors first reported a position in AMT in Q4 2017 and held it in 14 quarters. The position peaked at $4.36M in Q2 2020. 1,650 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining American Tower position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,068 American Tower shares in Q2 2021, an estimated $4.08M.
  • Wealthstreet Investment Advisors first reported a position in American Tower in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's American Tower position peaked at $4.36M in Q2 2020.
  • 1,650 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.