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AMJ Financial Wealth Management’s American Tower AMT Stock Holding History

AMJ Financial 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
Q1 		– Sell
-13,791
Closed -$3.1M – 84
2020
Q4 		$3.1M Sell
13,791
-1,273
-8% -$296K 1.58% 28
2020
Q3 		$3.64M Sell
15,064
-1,383
-8% -$351K 2.15% 22
2020
Q2 		$4.25M Buy
16,447
+4,493
+38% +$1.11M 2.9% 11
2020
Q1 		$2.6M Sell
11,954
-6,588
-36% -$1.53M 4.52% 10
2019
Q4 		$4.26M Buy
+18,542
New +$4.04M 3% 7

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

AMJ Financial Wealth Management's AMT Position: Q1 2021 in Review

AMJ Financial Wealth Management sold out of American Tower (AMT) in Q1 2021, closing a stake of 13,791 shares — an estimated $3.1M sold.

AMJ Financial Wealth Management first reported a position in AMT in Q4 2019 and held it in 5 quarters. The position peaked at $4.26M in Q4 2019. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • AMJ Financial Wealth Management reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 13,791 American Tower shares in Q1 2021, an estimated $3.1M.
  • AMJ Financial Wealth Management first reported a position in American Tower in Q4 2019 and held it in 5 quarters.
  • AMJ Financial Wealth Management's American Tower position peaked at $4.26M in Q4 2019.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.