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Altium Wealth Management’s American Tower AMT Stock Holding History

Altium 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
Q2 		$915K Sell
3,580
-1,033
-22% -$259K 0.07% 169
2022
Q1 		$1.16M Buy
4,613
+2,199
+91% +$537K 0.07% 139
2021
Q4 		$706K Sell
2,414
-26
-1% -$7.1K 0.05% 198
2021
Q3 		$648K Sell
2,440
-10
-0.4% -$2.85K 0.05% 192
2021
Q2 		$662K Sell
2,450
-936
-28% -$239K 0.05% 182
2021
Q1 		$809K Sell
3,386
-2,095
-38% -$467K 0.06% 139
2020
Q4 		$1.23M Sell
5,481
-1,648
-23% -$383K 0.11% 96
2020
Q3 		$1.72M Buy
7,129
+141
+2% +$35.7K 0.18% 69
2020
Q2 		$1.81M Buy
6,988
+592
+9% +$146K 0.2% 57
2020
Q1 		$1.39M Buy
6,396
+2,535
+66% +$590K 0.19% 65
2019
Q4 		$887K Buy
3,861
+1,622
+72% +$353K 0.11% 108
2019
Q3 		$495K Buy
2,239
+333
+17% +$72.7K 0.07% 162
2019
Q2 		$390K Sell
1,906
-141
-7% -$28.3K 0.06% 187
2019
Q1 		$403K Buy
2,047
+157
+8% +$27.5K 0.06% 183
2018
Q4 		$299K Buy
1,890
+266
+16% +$41.6K 0.06% 205
2018
Q3 		$236K Sell
1,624
-84
-5% -$12.3K 0.05% 249
2018
Q2 		$246K Buy
+1,708
New +$237K 0.07% 210

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Altium Wealth Management's AMT Position: Q2 2022 in Review

Altium Wealth Management reduced its American Tower (AMT) stake by 22% in Q2 2022, selling an estimated $259K and leaving 3,580 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #169.

Altium Wealth Management first reported a position in AMT in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2020. 1,743 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

  • Altium Wealth Management held 3,580 shares of American Tower worth $915K as of Q2 2022.
  • Altium Wealth Management sold 1,033 American Tower shares in Q2 2022, an estimated $259K.
  • American Tower made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #169 holding.
  • Altium Wealth Management first reported a position in American Tower in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's American Tower position peaked at $1.81M in Q2 2020.
  • 1,743 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.