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Altavista Wealth Management’s American Tower AMT Stock Holding History

Altavista 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
2021
Q4 		$250K Buy
855
+35
+4% +$9.56K 0.05% 176
2021
Q3 		$218K Buy
820
+17
+2% +$4.85K 0.05% 178
2021
Q2 		$217K Buy
+803
New +$205K 0.05% 178
2021
Q1 		– Sell
-1,053
Closed -$236K – 175
2020
Q4 		$236K Buy
1,053
+70
+7% +$16.3K 0.06% 160
2020
Q3 		$238K Buy
983
+80
+9% +$20.3K 0.07% 152
2020
Q2 		$233K Buy
+903
New +$223K 0.07% 153

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altavista Wealth Management's AMT Position: Q4 2021 in Review

Altavista Wealth Management increased its American Tower (AMT) stake by 4.3% in Q4 2021, buying an estimated $9.56K and bringing the position to 855 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #176.

Altavista Wealth Management first reported a position in AMT in Q2 2020 and has held it in 6 quarters since. 1,794 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Altavista Wealth Management held 855 shares of American Tower worth $250K as of Q4 2021.
  • Altavista Wealth Management bought 35 American Tower shares in Q4 2021, an estimated $9.56K.
  • American Tower made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #176 holding.
  • Altavista Wealth Management first reported a position in American Tower in Q2 2020 and has held it in 6 quarters since.
  • 1,794 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.