Aevitas Wealth Management’s American Tower AMT Stock Holding History

Aevitas 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 Q4	$1.27M	Buy	5,976 +125	+2%	+$26K	0.75%	35
2022 Q3	$1.26M	Sell	5,851 -59	-1%	-$15.2K	0.94%	31
2022 Q2	$1.51M	Sell	5,910 -137	-2%	-$34.4K	1.02%	29
2022 Q1	$1.52M	Sell	6,047 -1,389	-19%	-$339K	0.93%	31
2021 Q4	$2.17M	Buy	7,436 +7	+0.1%	+$1.91K	1.3%	19
2021 Q3	$1.97M	Buy	7,429 +8	+0.1%	+$2.28K	1.26%	20
2021 Q2	$2M	Sell	7,421 -235	-3%	-$59.9K	1.28%	20
2021 Q1	$1.83M	Buy	7,656 +9	+0.1%	+$2K	1.28%	20
2020 Q4	$1.72M	Sell	7,647 -98	-1%	-$22.8K	1.26%	21
2020 Q3	$1.87M	Buy	7,745 +6	+0.1%	+$1.52K	1.54%	15
2020 Q2	$2M	Buy	7,739 +6	+0.1%	+$1.48K	1.85%	10
2020 Q1	$1.68M	Sell	7,733 -90	-1%	-$20.9K	1.88%	12
2019 Q4	$1.8M	Buy	7,823 +6	+0.1%	+$1.31K	1.69%	14
2019 Q3	$1.73M	Buy	7,817 +6	+0.1%	+$1.31K	1.73%	15
2019 Q2	$1.6M	Buy	7,811 +6	+0.1%	+$1.21K	1.61%	19
2019 Q1	$1.54M	Buy	7,805 +6	+0.1%	+$1.05K	1.37%	20
2018 Q4	$1.23M	Buy	7,799 +82	+1%	+$12.8K	1.26%	20
2018 Q3	$1.12M	Sell	7,717 -244	-3%	-$35.8K	1.02%	26
2018 Q2	$1.15M	Sell	7,961 -198	-2%	-$27.5K	1.12%	25
2018 Q1	$1.19M	Buy	8,159 +6	+0.1%	+$845	1.18%	24
2017 Q4	$1.16M	Buy	+8,153	New	+$1.16M	1.1%	28

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ACM

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

Aevitas Wealth Management's AMT Position: Q4 2022 in Review

Aevitas Wealth Management increased its American Tower (AMT) stake by 2.1% in Q4 2022, buying an estimated $26K and bringing the position to 5,976 shares worth $1.27M. The position accounts for 0.75% of the portfolio, ranked #35.

Aevitas Wealth Management first reported a position in AMT in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.17M in Q4 2021. 1,707 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

Aevitas Wealth Management held 5,976 shares of American Tower worth $1.27M as of Q4 2022.
Aevitas Wealth Management bought 125 American Tower shares in Q4 2022, an estimated $26K.
American Tower made up 0.75% of Aevitas Wealth Management's portfolio in Q4 2022, its #35 holding.
Aevitas Wealth Management first reported a position in American Tower in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's American Tower position peaked at $2.17M in Q4 2021.
1,707 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.