Adams Chetwood Wealth Management’s American Tower AMT Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$1.2M	Buy	4,757 +615	+15%	+$150K	0.68%	28
2021 Q4	$1.21M	Buy	4,142 +2	+0%	+$546	0.82%	30
2021 Q3	$1.1M	Buy	4,140 +37	+0.9%	+$10.5K	0.8%	29
2021 Q2	$1.11M	Buy	4,103 +44	+1%	+$11.2K	0.78%	29
2021 Q1	$970K	Buy	4,059 +96	+2%	+$21.4K	0.74%	31
2020 Q4	$890K	Sell	3,963 -90	-2%	-$20.9K	0.74%	29
2020 Q3	$980K	Sell	4,053 -50	-1%	-$12.7K	0.94%	23
2020 Q2	$1.06M	Sell	4,103 -300	-7%	-$74.2K	1.08%	19
2020 Q1	$1.05M	Buy	4,403 +52	+1%	+$12.1K	1.23%	15
2019 Q4	$1M	Buy	+4,351	New	+$948K	1.02%	16

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adams Chetwood Wealth Management's AMT Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its American Tower (AMT) stake by 15% in Q1 2022, buying an estimated $150K and bringing the position to 4,757 shares worth $1.2M. The position accounts for 0.68% of the portfolio, ranked #28.

Adams Chetwood Wealth Management first reported a position in AMT in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2021. 1,720 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

Adams Chetwood Wealth Management held 4,757 shares of American Tower worth $1.2M as of Q1 2022.
Adams Chetwood Wealth Management bought 615 American Tower shares in Q1 2022, an estimated $150K.
American Tower made up 0.68% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #28 holding.
Adams Chetwood Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's American Tower position peaked at $1.21M in Q4 2021.
1,720 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.